BV
BV

Bradford Stephen Vannelli

26 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
1,065 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$3.1B

Fee Structure

Financial Planning:Included in AUM fee
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Location

7 Giralda Farms, Suite 300, Madison, NJ, 07940

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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

Bradford spends a minimal amount of time on insurance sales. He dedicates most of his time as an investment advisor representative and a smaller portion as a registered representative.

Employment History
Current Registrations
Transcend Capital Advisors, LLC
October 2021 - Present · 4 yrs 4 mos
Purshe Kaplan Sterling InvestmentsBroker
October 2021 - Present · 4 yrs 4 mos
Previous Registrations
UBS Financial Services INC.
March 2012 - November 2021 · 9 yrs 8 mos
UBS Financial Services INC.Broker
March 2012 - November 2021 · 9 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2003 - March 2012 · 9 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1999 - March 2012 · 12 yrs 4 mos
State Registrations6 states
AZCACTFLMIOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.