Unclaimed Profile

Bradley Harsch

STRATEGIC ADVOCATES, LLC·LOGAN, Utah

SIE, Series 7, Series 24, Series 31, Series 63, Series 6525 years registeredSTRATEGIC ADVOCATES, LLC

255 S MAIN ST, LOGAN, UT 84321CRD# 1944419Firm CRD# 316858

Profile Verification

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

Identity

Bradley Harsch · LOGAN, UT

Registration

CRD #1944419 · STRATEGIC ADVOCATES, LLC · 25 years registered

Brand Profile

Not yet started

Career History

STRATEGIC ADVOCATES, LLC

Sep 2022 – present

CROWN CAPITAL SECURITIES, L.P.

Jan 2023 – Nov 2023

SACRAMENTO, CA

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Feb 2014 – Dec 2022

Sacramento, CA

LPL FINANCIAL CORPORATION

Sep 2009 – Dec 2009

SACRAMENTO, CA

ASSOCIATED SECURITIES CORP.

Jan 2009 – Sep 2009

SACRAMENTO, CA

STRATEGIC WEALTH ADVISORS GROUP

Sep 2006 – Feb 2014

SACRAMENTO, CA

FSC SECURITIES CORPORATION

Aug 2003 – Dec 2008

SACRAMENTO, CA

WACHOVIA SECURITIES, LLC

Jul 2003 – Jul 2003

SACRAMENTO, CA

PRUDENTIAL SECURITIES INCORPORATED

Jan 2001 – Jul 2003

SACRAMENTO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 63

Series 65

Registration record

First registered · January 18, 2001

Years registered · 25

Disclosure History

2002Customer 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

STRATEGIC ADVOCATES, LLC

CRD 316858 · SEC 801-126262

AUM

$364M

Regulatory assets under management

Employees

2,445 client accounts

Services offered by STRATEGIC ADVOCATES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STRATEGIC ADVOCATES, LLC →

Introduction

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Frequently Asked Questions

What services does Bradley Harsch offer?

Bradley Harsch specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOGAN, Utah for a consultation.

What are Bradley Harsch's credentials?

Bradley Harsch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bradley Harsch located?

Bradley Harsch is based in LOGAN, Utah, working with STRATEGIC ADVOCATES, LLC. Their office serves clients in the LOGAN metropolitan area and surrounding communities.

How does Bradley Harsch charge for services?

Bradley Harsch'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 STRATEGIC ADVOCATES, LLC?

STRATEGIC ADVOCATES, LLC has approximately 13 employees and manages $364M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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