BW
BW

Bradford Winton

22 Years of Experience
Philadelphia, PA
Broker

Bradford Winton is a registered investment advisor, based in Philadelphia, PA, with 22 years of industry experience.

Location

Citi Private Bank, 1650 MARKET STREET - 31st Floor, Philadelphia, PA, 19103-7322

Get directions

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.

Learn about disclosures →
Other Business Activities

Bradford participates in the University of Delaware's Lerner Executive Mentoring Program, mentoring undergraduate students. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Citi Private Alternatives, LLCBroker
March 2017 - Present · 9 yrs 2 mos
Citi Private Alternatives, LLC
March 2017 - Present · 9 yrs 2 mos
Citigroup Global Markets INC.
May 2012 - Present · 14 yrs
Citigroup Global Markets INC.Broker
April 2012 - Present · 14 yrs 1 mo
Citigroup Global Markets INC.
April 2012 - Present · 14 yrs 1 mo
Previous Registrations
Capital Analysts Incorporated
March 2009 - April 2012 · 3 yrs 1 mo
Capital Analysts, IncorporatedBroker
March 2009 - April 2012 · 3 yrs 1 mo
Morgan Stanley & CO. IncorporatedBroker
April 2007 - March 2009 · 1 yr 11 mos
Morgan Stanley & CO. Incorporated
April 2007 - March 2009 · 1 yr 11 mos
Morgan Stanley
February 2004 - April 2007 · 3 yrs 2 mos
Morgan Stanley Dw INC.Broker
December 2003 - April 2007 · 3 yrs 4 mos
State Registrations21 states
CACOCTDCDEFLILINMAMDMNMTNCNJNMNVNYPASCUTWI
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.
Bradford Winton - Financial Advisor | TrueAdvisor