SB
SB

Sean Bradley

2 Years of Experience
Broker
Areas of Practice
Retirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
303 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$715.2M

Fee Structure

Financial Planning:Investment management only
Annual Retainer:From $10,000/year
Hourly Rate:$250 - $750/hr
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Location

161 Washington Street, Suite 1200, Conshohocken, PA, 19428

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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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Employment History
Current Registrations
Mma Asset Management LLC
December 2023 - Present · 2 yrs 2 mos
Mma Securities LLCBroker
March 2023 - Present · 2 yrs 11 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.