Unclaimed Profile

Bradley Alan Wasserman

WASSERMAN WEALTH MANAGEMENT, LLC·FARMINGTON HILLS, Michigan

Series 65Clean record16 years registeredWASSERMAN WEALTH MANAGEMENT, LLC

31700 MIDDLEBELT ROAD, FARMINGTON HILLS, MI 48334CRD# 4619520Firm CRD# 124556

Profile Verification

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

Identity

Bradley Alan Wasserman · FARMINGTON HILLS, MI

Registration

CRD #4619520 · WASSERMAN WEALTH MANAGEMENT, LLC · 16 years registered

Brand Profile

Not yet started

Career History

FOCUS PARTNERS WEALTH, LLC

Jul 2024 – present

BUCKINGHAM STRATEGIC WEALTH, LLC

Mar 2024 – Nov 2024

FARMINGTON HILLS, MI

WASSERMAN WEALTH MANAGEMENT, LLC

May 2010 – Mar 2024

FARMINGTON HILLS, MI

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 3, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WASSERMAN WEALTH MANAGEMENT, LLC

CRD 124556 · SEC 801-66931

AUM

$306M

Regulatory assets under management

Employees

553 client accounts

Services offered by WASSERMAN WEALTH MANAGEMENT, LLC

Per Form ADV

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

View all advisors at WASSERMAN WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Bradley Alan Wasserman offer?

Bradley Alan Wasserman specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in FARMINGTON HILLS, Michigan for a consultation.

What are Bradley Alan Wasserman's credentials?

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

Where is Bradley Alan Wasserman located?

Bradley Alan Wasserman is based in FARMINGTON HILLS, Michigan, working with WASSERMAN WEALTH MANAGEMENT, LLC. Their office serves clients in the FARMINGTON HILLS metropolitan area and surrounding communities.

How does Bradley Alan Wasserman charge for services?

Bradley Alan Wasserman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WASSERMAN WEALTH MANAGEMENT, LLC?

WASSERMAN WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $306M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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