Stephen Bradley is a CFP-designated registered investment advisor, based in Westborough, MA, with 21 years of industry experience.
Location
45 Lyman St, Suite 13, Westborough, MA, 01581
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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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Stephen is the CEO of Bradley & Stayton Wealth Management Group, a wealth management support company. He dedicates minimal time to this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2018 - Present · 7 yrs 10 mos
Raymond James Financial Services, INC.Broker
July 2018 - Present · 7 yrs 10 mos
Previous Registrations
UBS Financial Services INC.
May 2008 - July 2018 · 10 yrs 2 mos
UBS Financial Services INC.Broker
January 2005 - July 2018 · 13 yrs 6 mos
State Registrations29 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.