Michael Bradley
Bradley & Company Private Wealth Management · Coral Gables, Florida
Michael Bradley is a fee-only financial advisor at Bradley & Company Private Wealth Management in Coral Gables, Florida, who holds the CFA credential. Bradley & Company Private Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Bradley & Company Private Wealth Management |
|---|---|
| Based in | Coral Gables, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $252.0M across 293 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 4326170 |
| Exams passed | Series 63 (2001) · Series 65 (2001) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.bradleyandco.com |
| Profile |
How Michael's firm compares
- Bradley & Company Private Wealth Management's average account is about $860,000, from its Form ADV (assets managed divided by 293 accounts).
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Questions about Michael
Is Michael Bradley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Bradley & Company Private Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Bradley & Company Private Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Bradley based?
Michael Bradley is based in Coral Gables, Florida.
What credentials does Michael Bradley hold?
Michael Bradley holds the CFA credential.
Is Michael Bradley registered with the SEC?
Yes. Michael Bradley is registered as an investment adviser representative in CA (CRD 4326170), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bradley & Company Private Wealth Management manage?
Bradley & Company Private Wealth Management reports $252.0M across 293 accounts in assets under management.
How do I contact Michael Bradley?
Through Michael's website, www.bradleyandco.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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