Bradley Cannon has been an investment adviser representative at Pension & Wealth Management Advisors since May 2025, and is not listed among the firm’s executive officers or direct owners.
Pension & Wealth Management Advisors, Inc. is a Waltham, MA firm with $530M under management, 523 clients and 9 advisers in one office, as of its May 2026 filing.
Bradley C. Cannon is Wealth Management Advisor at Pension & Wealth Management Advisors and Provost for Pension and Wealth University (PWU). He has over three decades of experience in higher education. Before joining the firm he held faculty and leadership roles at the University of Illinois at Chicago and Rosalind Franklin University, where he took part in investment governance, risk management and oversight of retirement programs.
- – present · 1 yearWaltham, MA · Adviser representative · Firm CRD 309546
Investment adviser representative registrations
Bradley Cannon is registered as an investment adviser representative in 3 states. The first approvals date from May 2025; the most recent is Florida, in April 2026.
- CaliforniaSince 27 January 2026
- FloridaSince 13 April 2026
- IllinoisSince 9 May 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 January 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Bradley Clark Cannon
- CRD
- 8058434
- Firm
- Pension & Wealth Management Advisors · CRD 309546
- Office
- 800 SOUTH STREET, SUITE 160, Waltham, MA 02453
- Registration
- Investment adviser registration
- In the industry since
- May 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- pensionwealth.com
Where does Bradley Cannon work?
Bradley Cannon is an investment adviser representative registered through Pension & Wealth Management Advisors, Inc. since May 2025, and is not listed among the firm’s executive officers or direct owners.
Is Bradley Cannon a financial advisor?
Yes. Bradley Cannon has a current investment-adviser registration in California, Florida and Illinois, through Pension & Wealth Management Advisors since May 2025.
How many years of experience does Bradley Cannon have?
Bradley Cannon has 1 year in the financial industry, since May 2025, across 1 adviser firm.
What exams has Bradley Cannon passed?
Bradley Cannon passed the Series 65 in January 2025.
Where is Bradley Cannon based?
Bradley Cannon’s registered office is in Waltham, MA.
Is Bradley Cannon registered with FINRA?
No. Bradley Cannon has no current broker registration.
How can I verify Bradley Cannon’s record?
Search CRD 8058434 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bradley Cannon’s full registration record.
