Bradley Close
Bradley Close is a registered investment advisor at Cetera Investment Advisers LLC, based in Martinsburg, WV, with 7 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5462 Williamsport Pike, Martinsburg, WV, 25404
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bradley is a principal at Bradley, Thomas & Matthew Close CPA PLLC, providing accounting services and tax preparation, dedicating full-time hours to the business and spending about a quarter of his time on CFO duties. He also owns Close Properties LLC, a commercial real estate leasing business, and serves on the board of directors for several local organizations, including the Berkeley County Development Authority, the Eastern WV Regional Airport Authority, and Hope Community Church, dedicating minimal time to each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations5 states
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