Brad Whitted
Brad Whitted is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Goshen, NY, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3 Coates Drive, Suite 5, Goshen, NY, 10924
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brad is a co-owner and officer (Vice President) of The Zick Whitted Taub Group, Inc., a support company, dedicating minimal time to it. He is also an owner and officer (Vice President) of Zick Whitted Taub investment strategies, another support company, devoting about half of his time to this.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations19 states
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