Unclaimed Profile

Edward Theodore Bradford

BRADFORD & MARZEC, LLC·LOS ANGELES, California

Series 2, Series 63Clean record29 years registeredBRADFORD & MARZEC, LLC

333 SOUTH HOPE STREET, LOS ANGELES, CA 90071-3049CRD# 28189Firm CRD# 105654

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Edward Theodore Bradford · LOS ANGELES, CA

Registration

CRD #28189 · BRADFORD & MARZEC, LLC · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BRADFORD & MARZEC, LLC

TORTOISE CREDIT STRATEGIES, LLC

Jul 2016 – Feb 2018

Los Angeles, CA

BRADFORD & MARZEC, LLC

Jul 1997 – Jun 2016

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

Series 2

Series 63

Registration record

First registered · July 8, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRADFORD & MARZEC, LLC

CRD 105654 · SEC 801-20778

AUM

$4.2B

Regulatory assets under management

Employees

720 client accounts

Services offered by BRADFORD & MARZEC, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at BRADFORD & MARZEC, LLC →

Introduction

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Frequently Asked Questions

What services does Edward Theodore Bradford offer?

Edward Theodore Bradford specializes in Investment Management, Retirement Planning, Wealth Management.

What are Edward Theodore Bradford's credentials?

Edward Theodore Bradford is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Edward Theodore Bradford located?

Edward Theodore Bradford is based in LOS ANGELES, California, last registered with BRADFORD & MARZEC, LLC.

How does Edward Theodore Bradford charge for services?

Edward Theodore Bradford's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRADFORD & MARZEC, LLC?

BRADFORD & MARZEC, LLC has approximately 32 employees and manages $4.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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