Bradley
Busbin

Ae Wealth Management, LLC

CRD#5024144
Investment Advisor
in Orlando, FL
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About this Advisor

Bradley Busbin is a certified financial planner who works in Orlando, Florida, with 10 years of professional experience. Busbin works at Ae Wealth Management, LLC. During their career, Busbin has held roles at G.A. Repple & Company, Lpl Financial, Significant Wealth Management Dba The Lifewealth Group, Gf Investment Services, LLC, Global Financial Private Capital, LLC, Madison Avenue Securities, Busbin Law Firm, Pa, Ae Wealth Management, LLC and Busbin Properties, LLC. Busbin holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida. Ae Wealth Management, LLC is an advisory company based out of Orlando, Florida. The investment advisory business has offices in 140 locations and a total of 231 people on staff. It manages $3 billion in assets under management between its 28,483 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. Of its 28,483 accounts, just 1% belong to high-net-worth investors who have at least $1 million in investable assets. Ae Wealth Management, LLC performs a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors largely are based on which service is offered. However, fees billed by Ae Wealth Management, LLC may include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 years

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

Disclosures

Yes

Office Location

7335 W. Sand Lake Rd. Ste. 390
Orlando, FL 32819

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Ae Wealth Management, LLC Brokerage Details

Total Assets Under Management

$5,526,239,350

FL Average: $2,243,162,756
Total Number of Employees

373

FL Average: 44
Total Number of Accounts

49,383

FL Average: 4,091
Average Account Size

$111,906

FL Average: $548,316

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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 Busbin Work History

Bradley has 10 years of experience.

2018 - Present (1 year)

Madison Avenue Securities

2018 - Present (1 year)

Ae Wealth Management, LLC

2017 - Present (2 years)

Busbin Law Firm, Pa

2017 - Present (2 years)

Busbin Properties, LLC

2009 - Present (10 years)

Significant Wealth Management Dba The Lifewealth Group

2012 - 2018 (6 years)

Gf Investment Services, LLC

2012 - 2018 (6 years)

Global Financial Private Capital, LLC

2010 - 2012 (2 years)

G.A. Repple & Company

2008 - 2009 (1 year)

Lpl Financial

Disclosures

Bradley Busbin has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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