Unclaimed Profile

Bradley Keith Sharp

BRAVER WEALTH MANAGEMENT, LLC·NEEDHAM, Massachusetts

Series 7, Series 63, Series 65Clean record28 years registeredBRAVER WEALTH MANAGEMENT, LLC

117 KENDRICK STREET, NEEDHAM, MA 02494CRD# 2844268Firm CRD# 104747

Profile Verification

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

Identity

Bradley Keith Sharp · NEEDHAM, MA

Registration

CRD #2844268 · BRAVER WEALTH MANAGEMENT, LLC · 28 years registered

Brand Profile

Not yet started

Career History

RWA WEALTH PARTNERS

Feb 2017 – present

POLARIS WEALTH ADVISORY GROUP

Feb 2023 – Nov 2023

Newton, MA

BRAVER WEALTH MANAGEMENT, LLC

Nov 2008 – Feb 2017

NEEDHAM, MA

FIDELITY PERSONAL TRUST COMPANY, FSB

Dec 1997 – Mar 2007

BOSTON, MA

STRATEGIC ADVISERS, INC.

Dec 1997 – Sep 2008

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · December 17, 1997

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRAVER WEALTH MANAGEMENT, LLC

CRD 104747 · SEC 801-26501

AUM

$875M

Regulatory assets under management

Employees

2,609 client accounts

Services offered by BRAVER WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BRAVER WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Bradley Keith Sharp offer?

Bradley Keith Sharp specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEEDHAM, Massachusetts for a consultation.

What are Bradley Keith Sharp's credentials?

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

Where is Bradley Keith Sharp located?

Bradley Keith Sharp is based in NEEDHAM, Massachusetts, working with BRAVER WEALTH MANAGEMENT, LLC. Their office serves clients in the NEEDHAM metropolitan area and surrounding communities.

How does Bradley Keith Sharp charge for services?

Bradley Keith Sharp's firm is compensated through percentage of aum, hourly charges, other: model provider fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRAVER WEALTH MANAGEMENT, LLC?

BRAVER WEALTH MANAGEMENT, LLC has approximately 21 employees and manages $875M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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