Isaac Bradley
Isaac Bradley is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Charlotte, NC, with 3 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Baird offers several investment management programs, each with its own fee structure. Because the fees vary significantly depending on the program chosen, it is not possible to provide a single, concise fee summary. Clients should consult the full brochure or their financial advisor for details on specific programs.
Location
4350 Congress St, Suite 400, Charlotte, NC, 28209
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Isaac holds both a North Carolina law license and a CPA license, but neither are actively practiced. He also serves as a member of the Board of Trustees of Brevard College, dedicating minimal time to this role.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Previous Registrations
Hb Wealth
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations2 states
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