BT
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Brad Richard Traynor

10 Years of Experience
Sells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
37 advisors
Number of Clients
27 clients
Average Client Portfolio
$431.5M average
Assets Under Management
$11.6B

Fee Structure

Financial Planning:Investment management only
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Location

95 Wells Avenue, Suite 160, Newton, MA, 02459

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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.

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Other Business ActivitiesSells Insurance

Brad is employed by Newport Group Inc., the parent company of the member firm, and is an affiliate of the member firm. As part of his job, Brad may offer insurance products through the firm or its affiliates.

Employment History
Current Registrations
Ascensus Investment Advisors, LLC
June 2023 - Present · 2 yrs 8 mos
Previous Registrations
Newport Group Consulting, LLC
November 2020 - April 2023 · 2 yrs 5 mos
Employer Retirement Investment Advisors, LLC
September 2013 - November 2018 · 5 yrs 2 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.