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Bradley Kevin Feldman

4 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEstate PlanningCharitable GivingTax PlanningInvestment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
77 advisors
Number of Clients
2,692 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$2.8B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
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Location

111 E. Merrill Street, Suite 400, Birmingham, MI, 48009

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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 is the VP of Robert Schechter & Assoc Inc, an insurance company, dedicating nearly full-time hours to this role. He is also the Managing Member of New Leaf Financial, LLC, a consulting firm, but spends minimal time on this activity.

Employment History
Current Registrations
Arax Advisory Partners
June 2025 - Present · 8 mos
Kingswood Capital Partners, LLCBroker
March 2021 - Present · 4 yrs 11 mos
Previous Registrations
Schechter Investment Advisors, LLC
December 2020 - July 2025 · 4 yrs 7 mos
State Registrations1 state
MI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.