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Bradley Scott Tremitiere

RANCH CAPITAL ADVISORS INC.·SARASOTA, Florida
SIE, Series 7, Series 26, Series 63, Series 65Clean record15 years registeredRANCH CAPITAL ADVISORS INC.
4910 LAKEWOOD RANCH BLVD, SARASOTA, FL 34240CRD# 3115874Firm CRD# 300966

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bradley Scott Tremitiere · SARASOTA, FL
Registration
CRD #3115874 · RANCH CAPITAL ADVISORS INC. · 15 years registered
Brand Profile
Not yet started
01

Career History

RANCH CAPITAL ADVISORS INC.
Aug 2019 – present
WELLINGTON SHIELDS & CO., LLC
Dec 2010 – Aug 2019
SARASOTA, FL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 26
Series 63
Series 65
Registration record
First registered · December 22, 2010
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RANCH CAPITAL ADVISORS INC.
CRD 300966 · SEC 801-114909
AUM
$278M
Regulatory assets under management
Employees
7
1,043 client accounts
Services offered by RANCH CAPITAL ADVISORS INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at RANCH CAPITAL ADVISORS INC. →
Introduction

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05

Frequently Asked Questions

What services does Bradley Scott Tremitiere offer?
Bradley Scott Tremitiere specializes in Financial Planning, Investment Management. Contact their office in SARASOTA, Florida for a consultation.
What are Bradley Scott Tremitiere's credentials?
Bradley Scott Tremitiere is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bradley Scott Tremitiere located?
Bradley Scott Tremitiere is based in SARASOTA, Florida, working with RANCH CAPITAL ADVISORS INC.. Their office serves clients in the SARASOTA metropolitan area and surrounding communities.
How does Bradley Scott Tremitiere charge for services?
Bradley Scott Tremitiere's firm is compensated through percentage of aum, hourly charges, subscription fees, other: financial coaching service. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RANCH CAPITAL ADVISORS INC.?
RANCH CAPITAL ADVISORS INC. has approximately 7 employees and manages $278M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at RANCH CAPITAL ADVISORS INC.

Gregory Thomas Pacitti
SARASOTA, FL
CFP
Elissa Ann Lovell
SARASOTA, FL

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