Unclaimed Profile

Brad Lee James Griswold

CORBENIC PARTNERS, LLC·BETHLEHEM, Pennsylvania

Clean recordCORBENIC PARTNERS, LLC

1525 VALLEY CENTER PARKWAY, BETHLEHEM, PA 18017CRD# 2144498Firm CRD# 158681

Profile Verification

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

Identity

Brad Lee James Griswold · BETHLEHEM, PA

Registration

CRD #2144498 · CORBENIC PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CORBENIC PARTNERS, LLC

AUM

$1.1B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2144498

Firm CRD# 158681

View on FINRA BrokerCheck →

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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.

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