AdvisorOS Directory
Claim Profile
BS

Bradford M Smith

SECKEL CAPITAL ADVISORS, LLC·NEWTOWN, Pennsylvania
Unclaimed Profile
642 NEWTOWN YARDLEY ROAD, NEWTOWN, PA 18940CRD# 5562305Firm CRD# 168500
01

About

Bradford M Smith is a registered financial advisor based in NEWTOWN, Pennsylvania, affiliated with SECKEL CAPITAL ADVISORS, 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
Nonprofits & Foundations
03

Firm Overview

Firm
INNOVA WEALTH PARTNERS, LLC
INNOVA WEALTH PARTNERS, LLC
AUM
$178M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at INNOVA WEALTH PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5562305
Firm CRD# 168500
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEWTOWN?

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

Browse NEWTOWN 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 Bradford M Smith offer?
Bradford M Smith specializes in Financial Planning, Investment Management. Contact their office in NEWTOWN, Pennsylvania for a consultation.
What are Bradford M Smith's credentials?
Bradford M Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bradford M Smith located?
Bradford M Smith is based in NEWTOWN, Pennsylvania, working with SECKEL CAPITAL ADVISORS, LLC. Their office serves clients in the NEWTOWN metropolitan area and surrounding communities.
How does Bradford M Smith charge for services?
Bradford M Smith's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SECKEL CAPITAL ADVISORS, LLC?
SECKEL CAPITAL ADVISORS, LLC has approximately 4 employees and manages $178M 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 NEWTOWN
Mark Steven Criscitello — PRECIDIAN FUNDS LLCJohn Stuart Thomas — PRECIDIAN FUNDS LLCIan Andrew Foster — INNOVA WEALTH PARTNERS, LLCWilliam Haywood Bromley — INNOVA WEALTH PARTNERS, LLCDaniel Mccabe — PRECIDIAN FUNDS LLC
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