Unclaimed Profile

Bradley Everett Gardner

GOLDEN STATE WEALTH MANAGEMENT, LLC·SOUTH COAST METRO, California

SIE, Series 7, Series 31, Series 63, Series 6620 years registeredGOLDEN STATE WEALTH MANAGEMENT, LLC

201 E. SANDPOINTE AVENUE, SOUTH COAST METRO, CA 92707CRD# 4423724Firm CRD# 167995

Profile Verification

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

Identity

Bradley Everett Gardner · SOUTH COAST METRO, CA

Registration

CRD #4423724 · GOLDEN STATE WEALTH MANAGEMENT, LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GOLDEN STATE WEALTH MANAGEMENT, LLC

REDWOOD INVESTMENT GROUP, INC

Sep 2013 – Sep 2017

FORT BRAGG, CA

GOLDEN STATE WEALTH MANAGEMENT, LLC

Aug 2013 – Sep 2017

SOUTH COAST METRO, CA

LPL FINANCIAL LLC

Feb 2012 – Oct 2015

FORT BRAGG, CA

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jun 2009 – Feb 2012

FORT BRAGG, CA

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Jun 2006 – Jun 2009

FORT BRAGG, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Series 66

Registration record

First registered · June 26, 2006

Years registered · 20

Disclosure History

2024Customer Dispute·Pending

2021Regulatory·Final

2018Regulatory·Final

2017Customer Dispute·Settled

2017Employment Separation After Allegations

2002Customer Dispute·Denied

6 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

GOLDEN STATE WEALTH MANAGEMENT, LLC

CRD 167995 · SEC 801-107445

AUM

$1.7B

Regulatory assets under management

Employees

6,184 client accounts

Services offered by GOLDEN STATE WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GOLDEN STATE WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Bradley Everett Gardner offer?

Bradley Everett Gardner specializes in Financial Planning, Investment Management, Wealth Management.

What are Bradley Everett Gardner's credentials?

Bradley Everett Gardner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bradley Everett Gardner located?

Bradley Everett Gardner is based in SOUTH COAST METRO, California, last registered with GOLDEN STATE WEALTH MANAGEMENT, LLC.

How does Bradley Everett Gardner charge for services?

Bradley Everett Gardner's firm is compensated through percentage of aum, other: financial planning fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GOLDEN STATE WEALTH MANAGEMENT, LLC?

GOLDEN STATE WEALTH MANAGEMENT, LLC has approximately 53 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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