William Bradley
William Bradley is a registered investment advisor at Millennial Advisers, LLC., based in New York, NY, with 18 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 363 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Advisory fees are negotiated between the client and the investment advisor representative, generally ranging from 0.50% to 2.00% annually.
Fee Estimator
Location
Three World Financial, 200 Vesey Street 24th Floor, New York, NY, 10281
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2011Other Business Activities
William is the CEO of Bill Bradley Consulting, an S-Corp for tax purposes. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Millennial Advisers, LLC.
Allied Millennial Partners, LLCBroker
Previous Registrations
Sw FinancialBroker
Windsor Street Capital, LPBroker
Newbridge Securities CorporationBroker
Craig Scott Capital, LLCBroker
Brookstone Securities, INC.Broker
Hfp Capital Markets LLCBroker
Dawson James Securities, INC.Broker
State Registrations25 states
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
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