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Ashley Bradford

8 Years of Experience
Rocky Point, NC
Broker

Ashley Bradford is a registered investment advisor at Crowdstreet Advisors, LLC, based in Rocky Point, NC, with 8 years of industry experience. Ashley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Real Estate Investing. Their firm serves 30 clients with $230M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$231.9M

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.

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Location

Rocky Point, NC

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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 Activities

Ashley works as a Compliance Analyst for CrowdStreet Advisors LLC, a role she has held since June 2022. This involves compliance supervision for CrowdStreet Inc., the parent company of CrowdStreet Capital and CrowdStreet Advisors.

Employment History
Current Registrations
Crowdstreet Advisors, LLC
July 2022 - Present · 4 yrs 3 mos
Crowdstreet Capital LLCBroker
June 2022 - Present · 4 yrs 4 mos
Crowdstreet Capital LLC
June 2022 - Present · 4 yrs 4 mos
Previous Registrations
Tc2000 Advisors, LLC
January 2019 - July 2022 · 3 yrs 6 mos
Tc2000 Brokerage, INC.Broker
November 2017 - July 2022 · 4 yrs 8 mos
State Registrations51 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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