Michael Bradley has been Member/Manager/Chief Compliance Officer of Bradley Wealth since April 2003, is a control person of the firm and directly owns 75% or more of it.
Bradley Wealth LLC is a Scottsdale, AZ firm with $197M under management, 204 clients and 5 advisers in one office, as of its March 2026 filing.
Michael Bradley is Founder & CEO of Bradley Wealth, which he founded in 2002. He spent the first 15 years of his career in corporate jobs, took a buyout when the Dotcom bubble burst and decided to open his own financial services office with a focus on goal-based wealth planning. The firm became a pure RIA around 2009.
Michael Bradley’s longest registration is the current one, 17 years at Bradley Wealth since 2009. Before joining Bradley Wealth in 2009, Michael Bradley was registered through Associated Securities Corp. and Associated Planners Investment Advisory Inc.
- Bradley Wealth LLCCurrent– present · 17 yearsScottsdale, AZ · Adviser representative · Firm CRD 131808
- – · 3 yearsScottsdale, AZ · Adviser representative · Firm CRD 131808
- Associated Securities Corp.– · 4 yearsGilbert, AZ · Adviser representative · Firm CRD 12969
- Associated Planners Investment Advisory Inc– · 4 yearsGilbert, AZ · Adviser representative · Firm CRD 104790
Investment adviser representative registrations
Michael Bradley is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from November 2010; the most recent is Utah, in January 2017.
- ArizonaSince 22 October 2012
- TexasResidentSince 9 November 2010
- UtahSince 27 January 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 5 May 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 December 2002 |
| Series 7 | General Securities Representative Examination | 5 December 2002 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael Vern Bradley
- CRD
- 4605220
- Firm
- Bradley Wealth · CRD 131808
- Role
- Member/Manager/Chief Compliance Officer
- Office
- 16430 N. SCOTTSDALE ROAD, SUITE 230, Scottsdale, AZ 85254
- Registration
- Investment adviser registration
- In the industry since
- December 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bradleywealth.com
Where does Michael Bradley work?
Michael Bradley has been Member/Manager/Chief Compliance Officer of Bradley Wealth LLC since April 2003, and is a control person of the firm.
Is Michael Bradley a financial advisor?
Yes. Michael Bradley has a current investment-adviser registration in Arizona, Texas and Utah, through Bradley Wealth since February 2009.
How many years of experience does Michael Bradley have?
Michael Bradley has 23 years in the financial industry, since December 2002, across 3 adviser firms.
What exams has Michael Bradley passed?
Michael Bradley has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in December 2002.
Where did Michael Bradley work before Bradley Wealth?
Before Bradley Wealth, Michael Bradley was registered through Associated Securities Corp., May 2004 to June 2008; Associated Planners Investment Advisory Inc, May 2004 to June 2008.
Where is Michael Bradley based?
Michael Bradley’s registered office is in Scottsdale, AZ.
Is Michael Bradley registered with FINRA?
No. Michael Bradley has no current broker registration.
How can I verify Michael Bradley’s record?
Search CRD 4605220 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Bradley’s full registration record.