BS
CFA
BS
CFA

Bradley Stewart

22 Years of Experience
Seattle, WA
Broker

Bradley Stewart is a CFA-designated registered investment advisor at D.A. Davidson & CO., based in Seattle, WA, with 22 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Columbia Center, 701 5th Avenue, Suite 4050, Seattle, WA, 98104

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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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Other Business Activities

Bradley is a consultant/partner at SaledAlpha, LLC, a private company focused on AI data analysis tools. He spends minimal time on this investment-related activity, consulting on public news about companies and tools for active investors.

Employment History
Current Registrations
D.A. Davidson & CO.
April 2020 - Present · 6 yrs 1 mo
D.A. Davidson & CO.
April 2020 - Present · 6 yrs 1 mo
D.A. Davidson & CO.Broker
April 2020 - Present · 6 yrs 1 mo
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
November 2015 - February 2020 · 4 yrs 3 mos
Robert W. Baird & CO. Incorporated
November 2015 - February 2020 · 4 yrs 3 mos
Principal Funds Distributor, INC.Broker
March 2005 - April 2009 · 4 yrs 1 mo
Edge Asset Management, INC.
March 2005 - December 2015 · 10 yrs 9 mos
D.A. Davidson & CO.
October 2003 - February 2005 · 1 yr 4 mos
D.A. Davidson & CO.Broker
September 2003 - February 2005 · 1 yr 5 mos
State Registrations1 state
WA
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.