Bradford Vannelli is a registered investment advisor, based in Madison, NJ, with 26 years of industry experience.
Location
7 Giralda Farms, Suite 300, Madison, NJ, 07940
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bradford spends a minimal amount of time on insurance sales. He dedicates most of his time as an investment advisor representative and a smaller portion as a registered representative.
Employment History
Current Registrations
Transcend Capital Advisors, LLC
October 2021 - Present · 4 yrs 6 mos
Purshe Kaplan Sterling InvestmentsBroker
October 2021 - Present · 4 yrs 6 mos
Previous Registrations
UBS Financial Services INC.
March 2012 - November 2021 · 9 yrs 8 mos
UBS Financial Services INC.Broker
March 2012 - November 2021 · 9 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2003 - March 2012 · 9 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1999 - March 2012 · 12 yrs 4 mos
State Registrations6 states
AZCACTFLMIOH
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.