Advisor at Bradley Wealth Group, LLC
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
Bradley Wealth Group, LLC
Location
Atlanta, GA
Credentials
Series 65
Industry experience
1 year
Davis Bradley is a financial advisor at Bradley Wealth Group, LLC in Atlanta, GA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Pandowealth, LLC and Southern Company, as well as a brief tenure with Northwestern Mutual. Bradley Wealth Group is an independent, boutique firm providing investment management and comprehensive financial planning to individual and high-net-worth clients. The firm employs a mix of passive and active strategies and offers portfolio management alongside retirement, tax, estate, and college-savings planning.
Based on Bradley Wealth Group, LLC
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.35%
Fee-only: Ongoing Financial Planning fixed fee ranging from $0 to $1,000 per quarter, negotiable based on client needs and complexity
Atlanta, GA
California · Florida · Georgia
Bradley Wealth Group, LLC
2025 - Present (1 year)
Pandowealth. LLC
2024 - 2025 (1 year)
Southern Company
2022 - 2024 (2 years)
Northwestern Mutual Investment Services LLC
2022 - 2022 (1 year)
Northwestern Mutual Life Insurance Company
2022 - 2022 (1 year)
Southern Company
2021 - 2021 (1 year)
Full-Time Student
2020 - 2021 (1 year)
Chick-fil-A
2019 - 2020 (1 year)
Full- Time Student
2018 - 2019 (1 year)
Chick-Fil-A
2018 - 2018 (1 year)
Unemployed
2011 - 2018 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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.
CFP®, Series 66
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Opportunity Investment Group, LLC
CFP®, Series 63
Atlanta, GA
Financial Staples
Series 65
Atlanta, GA
Littlefield Asset Management, Inc.
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