Bradley Bishop has been an investment adviser representative at Belmont Private Wealth since October 2024, and is not listed among the firm’s executive officers or direct owners.
Belmont Private Wealth is a Chesterfield, MO firm with $192M under management, 29 clients and 3 advisers across 3 offices, as of its September 2026 filing.
Bradley Bishop’s longest registration was 9 years at Matter Family Office (2012–2022). Before joining Belmont Private Wealth in 2024, Bradley Bishop was registered through Namtaf Advisors, LLC and Matter Family Office.
- Belmont Private WealthCurrent– present · 2 yearsChesterfield, MO · Adviser representative · Firm CRD 331436
- Namtaf Advisors, LLC– · 2 yearsPittsboro, NC · Adviser representative · Firm CRD 317049
- Matter Family Office– · 9 yearsClayton, MO · Adviser representative · Firm CRD 106806
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · under a yearClayton, MO · Adviser representative · Firm CRD 7691
- Tiaa-Cref Trust Company, FSB– · 6 yearsWashington, DC · Adviser representative · Firm CRD 108579
Investment adviser representative registrations
Bradley Bishop is registered as an investment adviser representative in 2 states. Each was approved in October 2024.
- MissouriSince 10 October 2024
- North CarolinaSince 10 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 21 September 2011 |
| Series 7 | General Securities Representative Examination | 18 July 2011 |
| Series 65 | Uniform Investment Adviser Law Examination | 14 July 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 5 May 1992 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Bradley J Bishop
- CRD
- 1441255
- Firm
- Belmont Private Wealth · CRD 331436
- Office
- 100 CHESTERFIELD BUSINESS PARKWAY, SUITE 200, Chesterfield, MO 63005
- Registration
- Investment adviser registration
- In the industry since
- August 2005
- Disciplinary history
- Not yet shown here · SEC record
Where does Bradley Bishop work?
Bradley Bishop is an investment adviser representative registered through Belmont Private Wealth since October 2024, and is not listed among the firm’s executive officers or direct owners.
Is Bradley Bishop a financial advisor?
Yes. Bradley Bishop has a current investment-adviser registration in Missouri and North Carolina, through Belmont Private Wealth since October 2024.
How many years of experience does Bradley Bishop have?
Bradley Bishop has 21 years in the financial industry, since August 2005, across 5 adviser firms.
What exams has Bradley Bishop passed?
Bradley Bishop has passed 4 licensing exams: the Series 63, Series 65, Series 7 and Series 66. The earliest, the Series 63, was passed in May 1992.
Where did Bradley Bishop work before Belmont Private Wealth?
Before Belmont Private Wealth, Bradley Bishop was registered through Matter Family Office, March 2012 to February 2022; Merrill Lynch, Pierce, Fenner & Smith Incorporated, October 2011 to March 2012; Tiaa-Cref Trust Company, FSB, August 1998 to September 2004.
Where is Bradley Bishop based?
Bradley Bishop’s registered office is in Chesterfield, MO.
Is Bradley Bishop registered with FINRA?
No. Bradley Bishop has no current broker registration.
How can I verify Bradley Bishop’s record?
Search CRD 1441255 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bradley Bishop’s full registration record.