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Bradley Patrick Warner

CBIZ Investment Advisory Services, LLC
21 Years of Experience
View SEC Summary
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Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
CBIZ Investment Advisory Services, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
78 advisors
Number of Clients
2,658 clients
Average Client Portfolio
$3.9M average
Assets Under Management
$10.5B

Fee Structure

Minimum Investment:$10K

Location

115 W State Street, Suite 300, Media, PA, 19063

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History

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.

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Employment History
Current Registrations
CBIZ Investment Advisory Services, LLC
May 2018 - Present · 7 yrs 9 mos
Previous Registrations
Inr Advisory Services, LLC
November 2015 - April 2019 · 3 yrs 5 mos
Cambridge Investment Research, INC.Broker
October 2015 - February 2017 · 1 yr 4 mos
Global Retirement Partners LLC
September 2014 - August 2015 · 11 mos
LPL Financial LLCBroker
September 2014 - May 2015 · 8 mos
Financial Telesis INCBroker
May 2012 - September 2014 · 2 yrs 4 mos
Financial Telesis, INC.
May 2012 - November 2014 · 2 yrs 6 mos
Tp Investment Advisory Services, LLC
September 2011 - November 2015 · 4 yrs 2 mos
Moynahan Management Company, INC
September 2010 - September 2011 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2008 - September 2010 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2008 - September 2010 · 2 yrs 4 mos
Valley Forge Asset Management CORP.
February 2007 - March 2008 · 1 yr 1 mo
Rampart Financial Services, INC.Broker
May 2006 - March 2008 · 1 yr 10 mos
Vanguard Marketing CorporationBroker
March 2004 - June 2005 · 1 yr 3 mos
J. B. Hanauer & CO.Broker
May 2003 - February 2004 · 9 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.