BD
ChFC
BD
ChFC

Brad Davidoff

21 Years of Experience
Garden City, NY
1 DisclosureBrokerSells Insurance

Brad Davidoff is a ChFC-designated registered investment advisor at Northwestern Mutual Investment Services,llc, based in Garden City, NY, with 21 years of industry experience. Brad is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2138 advisors
IM Fee
Planning only

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.

Loading...

Location

1305 Franklin Ave, Ste 270, Garden City, NY, 11530

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
June 2024
Final
Other Business ActivitiesSells Insurance

Brad may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. This activity is investment-related.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
February 2014 - Present · 12 yrs 8 mos
Northwestern Mutual Investment Services, LLCBroker
December 2004 - Present · 21 yrs 10 mos
State Registrations19 states
AZCACOCTFLGAINMAMIMNNJNYOHORPARITXVAWA
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.
More Advisors