Bradley Hammerman has been an investment adviser representative at Beverly Hills Private Wealth since September 2025, and is not listed among the firm’s executive officers or direct owners. Bradley Hammerman holds a Bachelor's degree in Accounting and Finance from Indiana University and an MBA in Finance from DePaul University.
Beverly Hills Private Wealth, LLC is a Beverly Hills, CA firm with $912M under management, 250 clients and 6 advisers in one office, as of its March 2026 filing.
Brad Hammerman is Wealth Planning Strategist of Beverly Hills Private Wealth. Brad has experience helping individuals, families and business owners with retirement planning and tax-efficient strategies. Before joining the firm, Brad worked with several Registered Investment Advisors in the Los Angeles area and practiced as an accountant for five years.
Bradley Hammerman’s longest registration was 7 years at Securian Financial Services, Inc. (2008–2016). Before joining Beverly Hills Private Wealth in 2025, Bradley Hammerman was registered through Seia and Core Financial.
- – present · 1 yearBeverly Hills, CA · Adviser representative · Firm CRD 321132
- Seia– · under a yearRedondo Beach, CA · Adviser representative · Firm CRD 108163
- Core Financial– · 3 yearsEl Segundo, CA · Adviser representative · Firm CRD 155205
- Core Financial– · 3 yearsVenice, CA · Adviser representative · Firm CRD 155205
- Securian Financial Services, Inc.– · 7 yearsDeerfield, IL · Adviser representative · Firm CRD 15296
Professional designations
Listed by Beverly Hills Private Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Bradley Hammerman is registered as an investment adviser representative in California, since September 2025.
- CaliforniaSince 18 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 12 October 2007 |
| Series 7 | General Securities Representative Examination | 21 September 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Bradley S Hammerman
- CRD
- 5407320
- Firm
- Beverly Hills Private Wealth · CRD 321132
- Office
- 350 S. BEVERLY DRIVE, SUITE 360, Beverly Hills, CA 90212
- Registration
- Investment adviser registration
- In the industry since
- July 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bhpw.com
Where does Bradley Hammerman work?
Bradley Hammerman is an investment adviser representative registered through Beverly Hills Private Wealth, LLC since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is Bradley Hammerman a financial advisor?
Yes. Bradley Hammerman has a current investment-adviser registration in California, through Beverly Hills Private Wealth since September 2025.
How many years of experience does Bradley Hammerman have?
Bradley Hammerman has 16 years in the financial industry, since July 2010, across 4 adviser firms.
What exams has Bradley Hammerman passed?
Bradley Hammerman has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2007. FINRA credited Bradley Hammerman with the SIE, which began in October 2018.
Where did Bradley Hammerman work before Beverly Hills Private Wealth?
Before Beverly Hills Private Wealth, Bradley Hammerman was registered through Seia, April 2024 to April 2025; Core Financial, December 2020 to May 2024; Core Financial, June 2016 to December 2019; Securian Financial Services, Inc., October 2008 to March 2016.
Where is Bradley Hammerman based?
Bradley Hammerman’s registered office is in Beverly Hills, CA.
Is Bradley Hammerman registered with FINRA?
No. Bradley Hammerman has no current broker registration.
Is Bradley Hammerman a CFP?
Beverly Hills Private Wealth lists Bradley Hammerman with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Bradley Hammerman’s record?
Search CRD 5407320 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bradley Hammerman’s full registration record.
