Bradley
Carpenter
Hood River Capital Management LLC
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About this Advisor
Bradley Carpenter is a chartered financial analyst working out of Palm Beach Gardens, Florida, with 3 years of relevant experience. Carpenter is an employee of Hood River Capital Management LLC. During their career, Carpenter has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Wells Fargo Securities, LLC, Citigroup, Cantor Fitzgerald & Co, Portland General Electric, Hood River Capital, Gojet Airlines, Four Bar Advisors, LLC, Hood River Capital Management, LLC and Quasar Distributors, LLC. Carpenter maintains Series 66 and Series 63 licenses, qualifying them as a securities broker, and can advise clients in Florida and Texas. Hood River Capital Management LLC is a financial advisory firm based in Palm Beach Gardens, FL. It has offices in four locations and a total of 16 employees. It has $3 billion in total assets across its 40 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides services to four charities and foundations. Of its 40 accounts, just 2% are held by high-net-worth investors who have greater than $1 million in investable assets. The advisory firm provides a broad assortment of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and other services. Financial advisory fee schedules typically are based on which services are provided. Fee types billed by Hood River Capital Management LLC can include asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hood River Capital Management LLC Brokerage Details
$2,780,659,201
16
40
$69,516,480
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other
Bradley Carpenter Work History
Bradley has been registered as a financial advisor for 3 years.*
Quasar Distributors, LLC
Hood River Capital Management, LLC
Quasar Distributors, LLC
Gojet Airlines
Four Bar Advisors, LLC
Hood River Capital
Portland General Electric
Citigroup
Cantor Fitzgerald & Co
Citigroup
Merrill Lynch, Pierce, Fenner & Smith Inc
Wells Fargo Securities, LLC
*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 Carpenter 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 Hood River Capital Management LLC
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Mckinney, TX
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Palm Beach Gardens, FL
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.
