Gregory Bradstreet has been an investment adviser representative at Farnam Financial since April 2024, and is not listed among the firm’s executive officers or direct owners. Gregory Bradstreet holds a Bachelor's degree in interdisciplinary studies from Arizona State University.
Farnam Financial, LLC is a Phoenix, AZ firm with $161M under management, 81 clients and 3 advisers across 3 offices, as of its April 2026 filing.
Greg Bradstreet is Wealth Advisor of Farnam Financial, LLC. His most recent previous role was Senior Wealth Advisor, and he has seventeen years of financial services experience, including twelve years as an advisor.
Gregory Bradstreet’s longest registration was 12 years at Schwab Wealth Advisory, Inc. (2012–2024). Before joining Farnam Financial in 2024, Gregory Bradstreet was registered through Schwab Wealth Advisory, Inc. and Charles Schwab & Co., Inc.
- Schwab Wealth Advisory, Inc.– · 12 yearsPhoenix, AZ · Adviser representative · Firm CRD 159035
- Charles Schwab & Co., Inc.– · under a yearPhoenix, AZ · Adviser representative · Firm CRD 5393
Professional designations
Listed by Farnam Financial
- CFA
- CFP®
- CPWA®
- CWS®
Investment adviser representative registrations
Gregory Bradstreet is registered as an investment adviser representative in 2 states. The first approvals date from April 2024; the most recent is Arizona, in May 2024.
- ArizonaSince 2 May 2024
- TexasSince 23 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 23 August 2011 |
| Series 7 | General Securities Representative Examination | 1 March 2011 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 January 2009 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 9 January 2009 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Gregory Ryan Bradstreet
- CRD
- 5357252
- Firm
- Farnam Financial · CRD 306180
- Office
- 16165 N 83RD AVE, SUITE 200, Peoria, AZ 85382
- Registration
- Investment adviser registration
- In the industry since
- February 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- farnamfinancial.com
Where does Gregory Bradstreet work?
Gregory Bradstreet is an investment adviser representative registered through Farnam Financial, LLC since April 2024, and is not listed among the firm’s executive officers or direct owners.
Is Gregory Bradstreet a financial advisor?
Yes. Gregory Bradstreet has a current investment-adviser registration in Arizona and Texas, through Farnam Financial since April 2024.
How many years of experience does Gregory Bradstreet have?
Gregory Bradstreet has 17 years in the financial industry, since February 2009, across 3 adviser firms.
What exams has Gregory Bradstreet passed?
Gregory Bradstreet has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in January 2009. FINRA credited Gregory Bradstreet with the SIE, which began in October 2018.
Where did Gregory Bradstreet work before Farnam Financial?
Before Farnam Financial, Gregory Bradstreet was registered through Schwab Wealth Advisory, Inc., March 2012 to April 2024; Charles Schwab & Co., Inc., August 2011 to March 2012.
Where is Gregory Bradstreet based?
Gregory Bradstreet’s registered office is in Peoria, AZ.
Is Gregory Bradstreet registered with FINRA?
No. Gregory Bradstreet has no current broker registration.
Is Gregory Bradstreet a CFP?
Farnam Financial lists Gregory Bradstreet with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Is Gregory Bradstreet a CFA charterholder?
Farnam Financial lists Gregory Bradstreet with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
How can I verify Gregory Bradstreet’s record?
Search CRD 5357252 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gregory Bradstreet’s full registration record.
