Unclaimed Profile

James Edgar Bradley

PENOBSCOT WEALTH MANAGEMENT·PORTLAND, Maine

Clean recordPENOBSCOT WEALTH MANAGEMENT

ONE MONUMENT SQUARE, PORTLAND, ME 04101CRD# 2853577Firm CRD# 286211

Profile Verification

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

Identity

James Edgar Bradley · PORTLAND, ME

Registration

CRD #2853577 · PENOBSCOT WEALTH MANAGEMENT

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Edgar Bradley is a registered financial advisor based in PORTLAND, Maine, affiliated with PENOBSCOT WEALTH MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

PENOBSCOT WEALTH MANAGEMENT

PENOBSCOT FINANCIAL ADVISORS

AUM

$405M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PENOBSCOT WEALTH MANAGEMENT →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2853577

Firm CRD# 286211

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Edgar Bradley offer?

James Edgar Bradley specializes in Financial Planning, Investment Management. Contact their office in PORTLAND, Maine for a consultation.

What are James Edgar Bradley's credentials?

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

Where is James Edgar Bradley located?

James Edgar Bradley is based in PORTLAND, Maine, working with PENOBSCOT WEALTH MANAGEMENT. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does James Edgar Bradley charge for services?

James Edgar Bradley's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PENOBSCOT WEALTH MANAGEMENT?

PENOBSCOT WEALTH MANAGEMENT has approximately 12 employees and manages $405M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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