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Bradley Hilbert

Newedge Advisors
28 Years of Experience
Canonsburg, PA
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Bradley Hilbert is a registered investment advisor at Newedge Advisors, based in Canonsburg, PA, with 28 years of industry experience. Bradley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 49,898 clients with $43B in assets under management.

Newedge Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
605 advisors
Number of Clients
49,898 clients
Average Client Portfolio
$866K average
Assets Under Management
$43.2B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.25%
$1.0M - $2.0M2.00%
$2M+1.75%

Schedule reflects the primary Equity and Balanced Advisors Choice program. The firm imposes a maximum annual fee of 1.75% for new accounts opened after December 31, 2025, though older accounts may have rates up to 2.50%. Additional program schedules exist for fixed income, mutual fund strategies, and third-party manager programs. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6000 Town Center Blvd, Suite 148, Canonsburg, PA, 15317

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2005
Settled
Customer Dispute
June 2001
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Bradley is an appointed advisor for fixed insurance through Oxygen Financial, dedicating a few hours per week. He also uses Financial Independence Group (FIG) as a general agency for fixed insurance, and receives renewal commissions for past health insurance business through AGORA Health Insurance.

Employment History
Current Registrations
Newedge Advisors
November 2021 - Present · 4 yrs 11 mos
Newedge Securities, LLCBroker
November 2009 - Present · 16 yrs 11 mos
Previous Registrations
Mid Atlantic Financial Management, INC.
November 2009 - November 2021 · 12 yrs
Ameriprise Financial Services, INC.
July 2002 - November 2009 · 7 yrs 4 mos
Ameriprise Financial Services, INC.Broker
December 1997 - November 2009 · 11 yrs 11 mos
Ids Life Insurance CompanyBroker
December 1997 - July 2006 · 8 yrs 7 mos
State Registrations11 states
CACODCFLGANCNJNYPATXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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