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 operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2117 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.

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Location

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

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History

Regulatory History (1)
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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 5 mos
Northwestern Mutual Investment Services, LLCBroker
December 2004 - Present · 21 yrs 7 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.