Unclaimed Profile

Brad Lee James Griswold

CORBENIC PARTNERS, LLC·BETHLEHEM, Pennsylvania

SIE, Series 6, Series 7, Series 24, Series 51, Series 63, Series 6531 years registeredCORBENIC 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 · 31 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CORBENIC PARTNERS, LLC

MARINER WEALTH ADVISORS

Jul 2022 – Oct 2023

Bethlehem, PA

CORBENIC PARTNERS, LLC

Sep 2011 – Sep 2022

BETHLEHEM, PA

LPL FINANCIAL LLC

Dec 1994 – Oct 2011

BETHLEHEM, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 51

Series 63

Series 65

Registration record

First registered · December 8, 1994

Years registered · 31

Disclosure History

2009Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CORBENIC PARTNERS, LLC

CRD 158681 · SEC 801-72703

AUM

$1.1B

Regulatory assets under management

Employees

1,031 client accounts

Services offered by CORBENIC PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CORBENIC PARTNERS, LLC →

Introduction

Speak with Brad

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Brad is the right fit? Take our 2-minute quiz →

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 Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Brad Lee James Griswold offer?

Brad Lee James Griswold specializes in Financial Planning, Investment Management.

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, last registered with CORBENIC PARTNERS, LLC.

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 →