AdvisorOS Directory
Claim Profile
BG

Brad Lee James Griswold

CORBENIC PARTNERS, LLC·BETHLEHEM, Pennsylvania
Unclaimed Profile
1525 VALLEY CENTER PARKWAY, BETHLEHEM, PA 18017CRD# 2144498Firm CRD# 158681
01

About

Brad Lee James Griswold is a registered financial advisor based in BETHLEHEM, Pennsylvania, affiliated with CORBENIC PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CORBENIC PARTNERS, LLC
CORBENIC PARTNERS, LLC
AUM
$1.1B
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at CORBENIC PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2144498
Firm CRD# 158681
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BETHLEHEM?

Browse all registered financial advisors in BETHLEHEM, Pennsylvania or claim this profile if it's yours.

Browse BETHLEHEM AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Brad Lee James Griswold offer?
Brad Lee James Griswold specializes in Financial Planning, Investment Management. Contact their office in BETHLEHEM, Pennsylvania for a consultation.
What are Brad Lee James Griswold's credentials?
Brad Lee James Griswold is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brad Lee James Griswold located?
Brad Lee James Griswold is based in BETHLEHEM, Pennsylvania, working with CORBENIC PARTNERS, LLC. Their office serves clients in the BETHLEHEM metropolitan area and surrounding communities.
How does Brad Lee James Griswold charge for services?
Brad Lee James Griswold'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 CORBENIC PARTNERS, LLC?
CORBENIC PARTNERS, LLC has approximately 9 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BETHLEHEM
Robert Ernest Broatch — PARK AVENUE SECURITIES LLCThomas William Riley — PARK AVENUE SECURITIES LLCSalvatore C Troia — PARK AVENUE SECURITIES LLCJill Diane Cooley — PARK AVENUE SECURITIES LLCGerald Francis Foran — GFP INVESTMENT SERVICES, INC.
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile