Robert Bradford has been an investment adviser representative at Affinity Capital Advisors since May 2018, and is not listed among the firm’s executive officers or direct owners.
Affinity Capital Advisors LLC is a Berkeley, CA firm with $851M under management, 547 clients and 5 advisers in one office, as of its July 2026 filing.
Robert Bradford’s longest registration is the current one, 8 years at Affinity Capital Advisors since 2018. Before joining Affinity Capital Advisors in 2018, Robert Bradford was registered through Private Ocean and Morgan Stanley.
- – present · 8 yearsBerkeley, CA · Adviser representative · Firm CRD 166226
- Private Ocean– · 1 yearSan Rafael, CA · Adviser representative · Firm CRD 110666
- Morgan Stanley– · 5 yearsSan Rafael, CA · Adviser representative · Firm CRD 149777
Investment adviser representative registrations
Robert Bradford is registered as an investment adviser representative in California, since May 2018.
- CaliforniaSince 1 May 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 22 September 2011 |
| Series 7 | General Securities Representative Examination | 23 August 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert Jon Stamps Bradford
- CRD
- 5955505
- Firm
- Affinity Capital Advisors · CRD 166226
- Office
- 825 Page Street, Berkeley, CA 94710
- Registration
- Investment adviser registration
- In the industry since
- September 2011
- Disciplinary history
- Not yet shown here · SEC record
Where does Robert Bradford work?
Robert Bradford is an investment adviser representative registered through Affinity Capital Advisors LLC since May 2018, and is not listed among the firm’s executive officers or direct owners.
Is Robert Bradford a financial advisor?
Yes. Robert Bradford has a current investment-adviser registration in California, through Affinity Capital Advisors since May 2018.
How many years of experience does Robert Bradford have?
Robert Bradford has 15 years in the financial industry, since September 2011, across 3 adviser firms.
What exams has Robert Bradford passed?
Robert Bradford has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2011. FINRA credited Robert Bradford with the SIE, which began in October 2018.
Where did Robert Bradford work before Affinity Capital Advisors?
Before Affinity Capital Advisors, Robert Bradford was registered through Morgan Stanley, September 2011 to February 2017.
Where is Robert Bradford based?
Robert Bradford’s registered office is in Berkeley, CA.
Is Robert Bradford registered with FINRA?
No. Robert Bradford has no current broker registration.
How can I verify Robert Bradford’s record?
Search CRD 5955505 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Bradford’s full registration record.