Advisor at Strategic Advocates, LLC
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Firm
Strategic Advocates, LLC
Location
Sacramento, CA 95814
Credentials
Series 63, Series 65
Industry experience
36 years
Bradley Harsch is a financial advisor at Strategic Advocates, LLC in Sacramento, CA, with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research and Crown Capital Securities. Outside of his advisory role, he serves as secretary for the Nancy Gressley Education Foundation, a nonprofit providing scholarships to college-bound students, and assists with bookkeeping for his wife's interior design business. Strategic Advocates serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and retirement plan consulting. The firm uses diversified asset-allocation models and a broad investment toolkit to tailor advice to each client, managing approximately 2,600 clients across seven advisors and multiple offices.
Based on Strategic Advocates, LLC
Negotiable fixed fee of up to $5,000 for stand-alone financial planning services.
1.00% - 2.00% annually
Up to $350/hour for stand-alone financial planning services.
500 N Street, Suite 30
Sacramento, CA 95814
California · Louisiana · Texas
Crown Capital Securities, Lp
2023 - 2024 (1 year)
Strategic Advocates, LLC
2022 - Present (4 years)
Strategic Advocates, LLC
2021 - Present (5 years)
Cambridge Investment Research Inc
2014 - 2022 (8 years)
Cambridge Investment Research Advisors Inc
2014 - 2022 (8 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Sacramento, CA
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