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Bradford Brennan Stedem

CAPITAL UNITED, LLC·HILLSBORO, Oregon
Series 65Clean record10 years registeredCAPITAL UNITED, LLC
5920 NE RAY CIRCLE, HILLSBORO, OR 97124CRD# 6577437Firm CRD# 285616

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bradford Brennan Stedem · HILLSBORO, OR
Registration
CRD #6577437 · CAPITAL UNITED, LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

CAPITAL UNITED, LLC
Aug 2024 – present
CAPITAL UNITED, LLC
Jan 2017 – Mar 2023
HILLSBORO, OR
CAPITAL PRIVÉ SUISSE S.A.
Aug 2016 – Apr 2017
Santa Monica, CA
CAPITAL PRIVÉ SUISSE S.A.
Dec 2015 – Mar 2016
Santa Monica, CA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · December 16, 2015
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CAPITAL UNITED, LLC
CRD 285616 · SEC 801-129928
AUM
$159M
Regulatory assets under management
Employees
0
1 client accounts
Services offered by CAPITAL UNITED, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at CAPITAL UNITED, LLC →
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05

Frequently Asked Questions

What services does Bradford Brennan Stedem offer?
Bradford Brennan Stedem specializes in Retirement Planning. Contact their office in HILLSBORO, Oregon for a consultation.
What are Bradford Brennan Stedem's credentials?
Bradford Brennan Stedem is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bradford Brennan Stedem located?
Bradford Brennan Stedem is based in HILLSBORO, Oregon, working with CAPITAL UNITED, LLC. Their office serves clients in the HILLSBORO metropolitan area and surrounding communities.
How does Bradford Brennan Stedem charge for services?
Bradford Brennan Stedem's firm is compensated through percentage of aum, other: administration fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL UNITED, LLC?
CAPITAL UNITED, LLC is a registered investment adviser with the SEC, managing $159M in regulatory assets under management. See their Form ADV for full details.
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Brian Scott Fuller
HILLSBORO, OR
Tiffany Michelle Winkles
HILLSBORO, OR

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Research
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