Unclaimed Profile

Brad L Drager

BOND TECH INC·BELLBROOK, Ohio

SIE, Series 7, Series 31, Series 66Clean record18 years registeredBOND TECH INC

135 E. FRANKLIN ST, BELLBROOK, OH 45305CRD# 5403175Firm CRD# 105979

Profile Verification

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

Identity

Brad L Drager · BELLBROOK, OH

Registration

CRD #5403175 · BOND TECH INC · 18 years registered

Brand Profile

Not yet started

Career History

BOND TECH INC

Mar 2017 – present

INVEST CAPITAL PARTNERS

Apr 2017 – Jan 2023

SPRINGBORO, OH

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Oct 2015 – Apr 2017

SPRINGBORO, OH

RAYMOND JAMES & ASSOCIATES, INC.

Feb 2013 – Oct 2015

MIAMISBURG, OH

MORGAN KEEGAN & COMPANY, INC.

Mar 2012 – Feb 2013

MIAMISBURG, OH

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Apr 2012

CENTERVILLE, OH

CITIGROUP GLOBAL MARKETS INC.

May 2008 – Jun 2009

CENTERVILLE, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 66

Registration record

First registered · May 29, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BOND TECH INC

CRD 105979 · SEC 801-45443

AUM

$148M

Regulatory assets under management

Employees

300 client accounts

Services offered by BOND TECH INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BOND TECH INC →

Introduction

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Frequently Asked Questions

What services does Brad L Drager offer?

Brad L Drager specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BELLBROOK, Ohio for a consultation.

What are Brad L Drager's credentials?

Brad L Drager is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brad L Drager located?

Brad L Drager is based in BELLBROOK, Ohio, working with BOND TECH INC. Their office serves clients in the BELLBROOK metropolitan area and surrounding communities.

How does Brad L Drager charge for services?

Brad L Drager'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 BOND TECH INC?

BOND TECH INC has approximately 2 employees and manages $148M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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Browse by Specialty

Investment Management Retirement Planning Wealth Management Financial Planning Fee-Only Advisory Financial Education

Nearby cities in Ohio

CINCINNATI (430)COLUMBUS (229)CLEVELAND (169)BEACHWOOD (76)DUBLIN (50)AKRON (50)DAYTON (34)INDEPENDENCE (30)WESTLAKE (28)NEW ALBANY (24)

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Research

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