William Bradley is a registered investment advisor at Millennial Advisers, LLC., based in New York, NY, with 17 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 297 clients with $59M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Millennial Advisers' fee is negotiated with each client and generally ranges from 0.50% to 2.00% of your portfolio's value. The fee is deducted monthly or quarterly. If your assets are managed by a third-party money manager, you'll pay additional fees to that manager. This fee does not include transaction fees or brokerage commissions.
Location
Three World Financial, 200 Vesey Street 24th Floor, New York, NY, 10281
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Regulatory History (1)
Employment Separation After Allegations
December 2011Other 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.
Allied Millennial Partners, LLCBroker
Previous Registrations
Sw FinancialBroker
Windsor Street Capital, LPBroker
Newbridge Securities CorporationBroker
Craig Scott Capital, LLCBroker
Brookstone Securities, INC.Broker
Hfp Capital Markets LLCBroker
Dawson James Securities, INC.Broker
State Registrations25 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.