Bradley
Sicoff

Cooper Mcmanus

CRD#3092010
Investment Advisor
in Santa Ynez, CA

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About this Advisor

Bradley Sicoff is a financial advisor working in Santa Ynez, California with a total of 1 year of industry experience. Sicoff is on the advisory team at Cooper Mcmanus. Sicoff has gained experience at Sunamerica, Sunamerica Capital Services, Inc, Cambridge Investment Research, Inc and Cooper Mcmanus. Sicoff maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and can advise clients in California. Cooper Mcmanus is a registered investment business that has its headquarters in Irvine, CA. The company has offices in 21 locations and a total of 40 financial advisors. It has $1 billion in assets across its 4,523 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises nine charities and foundations. Of its 4,523 client accounts, just 11% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Cooper Mcmanus has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fee schedules vary depending on the type of financial services. However, fees billed by Cooper Mcmanus most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1050 Edison St
Santa Ynez, CA 93460

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Cooper Mcmanus Brokerage Details

Total Assets Under Management

$1,296,801,066

CA Average: $7,578,581,321
Total Number of Employees

40

CA Average: 43
Total Number of Accounts

4,523

CA Average: 3,727
Average Account Size

$286,713

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Bradley Sicoff Work History

Bradley has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Cambridge Investment Research, Inc

2022 - Present (2 years)

Cooper Mcmanus

2013 - 2022 (9 years)

Sunamerica

2013 - 2022 (9 years)

Sunamerica Capital Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Bradley Sicoff to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cooper Mcmanus

Courtland Alex
Irvine, CA
Susan Goodman
Irvine, CA
Terry Kerr
Irvine, CA
Bradley Sicoff
Santa Ynez, CA
Kyle Jones
Culver City, CA
Alissa Kroeger
Thousand Oaks, CA
Matthew Todsen
Irvine, CA
Shannon Beahan
Thousand Oaks, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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