Advisor at McDowell Associates Investments, LP
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
McDowell Associates Investments, LP
Location
Greensburg, PA 15601
Credentials
Series 66
Industry experience
13 years
Bradley Roth is a financial advisor at Thor Financial Technologies with 13 years of industry experience and holds a Series 66 designation. His prior roles include positions at UX Wealth Partners, Sardonyx Capital Management, Hatrick Capital, McDowell Associates, and Kattan Ferretti Financial. In addition to his advisory work, he is a licensed insurance agent and owner of McDowell Associates, occasionally offering insurance products to clients. Thor Financial Technologies is an SEC-registered investment advisor that manages the publicly traded THOR Low Volatility ETF (ticker: THLV), with Bradley Roth serving as a portfolio manager and partial owner. The firm integrates ETF management with client portfolios and adjusts money management fees for clients invested in the ETF.
Based on McDowell Associates Investments, LP
Financial planning fees are based on fixed fees as documented in Exhibit II of the Financial Planning Agreement
$0 - $1,000,000: No greater than 1.5% $1,000,000+: Negotiable
Fee-only: Annual fees based on assets under management; fees are negotiable; additional 0.25% annual platform fee for proprietary active investment models
327 W. Pittsburgh Street
Greensburg, PA 15601
Pennsylvania
UX Wealth Partners, LLC
2025 - Present (1 year)
Thor Financial Technologies, Llc
2019 - Present (7 years)
Sardonyx Capital Management, Llc & Sardonyx Capital Advisors, Ll
2015 - 2017 (2 years)
Hatrick Capital, LP
2014 - Present (12 years)
Mcdowell Associates
2014 - Present (12 years)
Kattan Ferretti Financial L.P.
2013 - Present (13 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
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.
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MacDougall Financial Counseling
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