Bradley
Gorney

Mayflower Advisors

CRD#4772391
Investment Advisor
in Westborough, MA

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About this Advisor

Bradley Gorney is a financial advisor based in Westborough, Massachusetts, working with Mayflower Advisors. Bradley has previously held positions at Morgan Stanley Smith Barney, Wells Fargo Advisors Financial Network, LLC, Mayflower Financial Advisors, LLC, and Private Client Services. Bradley has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, Bradley is part of Mayflower Advisors, which operates out of Westborough, Massachusetts. The firm has 3 offices and 28 employees. The firm manages assets totaling $4.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Mayflower Advisors includes asset-based and fixed fees.

Certifications and Registrations

Series 66

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

287 Turnpike Rd Suite 250
Westborough, MA 01581

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Mayflower Advisors Brokerage Details

Total Assets Under Management

$4,688,875,503

MA Average: $16,012,751,954
Total Number of Employees

28

MA Average: 118
Total Number of Accounts

2,361

MA Average: 4,567
Average Account Size

$1,985,970

MA Average: $3,506,186

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

Bradley Gorney Work History

2020 - Present (4 years)

Mayflower Financial Advisors, LLC

2020 - Present (4 years)

Private Client Services

2014 - 2020 (6 years)

Wells Fargo Advisors Financial Network, LLC

2009 - 2014 (5 years)

Morgan Stanley Smith Barney

Disclosures

Please visit the SEC profile of Bradley Gorney 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 Mayflower Advisors

Ryan Foley
Boston, MA
Louis Chong
Boston, MA
Danielle Gould
Boston, MA
Matthew Mcloy
Boston, MA
Jeffrey Mehne
Boston, MA
Jeff Cashin
Boston, MA
Jonida Papajani
Boston, MA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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