Joshua Bradley
Joshua Bradley is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Scranton, PA, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
417 Lackawanna Ave, Scranton, PA, 18503
Get directionsHistory
Regulatory History (2)
Financial
September 2017Customer Dispute
June 2016Other Business Activities
Joshua owns and operates a personal farm, buying/selling livestock and growing produce since 2022. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
LPL Financial LLCBroker
Janney Montgomery Scott LLCBroker
Morgan Stanley Dw INC.Broker
State Registrations53 states
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.