BG
CFP
BG
CFP

Bradley Garges

13 Years of Experience
Harleysville, PA
BrokerSells Insurance

Bradley Garges is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Harleysville, PA, with 13 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

173 Main St Suite B, Harleysville, PA, 19438

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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

Bradley works as a Client Service Associate at Musselman Financial Solution, providing financial advisory support and assisting clients with Medicare Part D plans; this takes full-time hours. Bradley is also a member of the Philadelphia Estate Planning Council, spending minimal time educating himself on estate planning.

Employment History
Previous Registrations
Cetera Investment Advisers LLC
July 2023 - March 2026 · 2 yrs 8 mos
Exams
No exam information available for this advisor.
Bradley Garges - Financial Advisor | TrueAdvisor