William K Bradley

Millennial Advisers, LLC.

17 Years of Experience

1 DisclosureBroker

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Areas of Practice

Investment Management

Millennial Advisers, LLC.

Compensation

Fee-Only (AUM)

Firm Size

12 advisors

Number of Clients

297 clients

Average Client Portfolio

$198K average

Assets Under Management

$58.7M

Fee Structure

Financial Planning:Investment management only

Location

Three World Financial, 200 Vesey Street 24th Floor, New York, NY, 10281

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History

Regulatory History (1)

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Employment Separation After Allegations

December 2011

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Other Business Activities

William is the CEO of Bill Bradley Consulting, an S-Corp for tax purposes. This activity is not investment-related and requires minimal time.

Employment History

Current Registrations

Millennial Advisers, LLC.

July 2020 - Present · 5 yrs 7 mos

Allied Millennial Partners, LLCBroker

November 2019 - Present · 6 yrs 3 mos

Previous Registrations

Sw FinancialBroker

January 2018 - November 2019 · 1 yr 10 mos

Windsor Street Capital, LPBroker

March 2016 - January 2018 · 1 yr 10 mos

Newbridge Securities CorporationBroker

November 2015 - March 2016 · 4 mos

Craig Scott Capital, LLCBroker

February 2012 - December 2015 · 3 yrs 10 mos

Brookstone Securities, INC.Broker

December 2011 - February 2012 · 2 mos

Hfp Capital Markets LLCBroker

February 2009 - January 2012 · 2 yrs 11 mos

Dawson James Securities, INC.Broker

July 2008 - March 2009 · 8 mos

State Registrations25 states

AZCACOFLGAIAILINKSMAMDMEMIMONCNJNYOHORPATNTXUTVAWA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.