Bradley
Canavan
Avantax Advisory Services
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About this Advisor
Bradley Canavan is a financial advisor working out of Manlius, New York who has 1 year of relevant experience. Canavan is an employee of Avantax Advisory Services. Over the course of their career, they have held roles at Avantax Advisory Services, Family Care Medical Group, Gregory Wilt Cpa Fc, Boom Boom Mex Me Taqueria, Door Dash, Avantax Investment Services, Inc, Westhill High School and Gregory F Wilt Cpa. Canavan has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in New York. Avantax Advisory Services is an advisory company operating out of Coppell, TX. It has offices in 1,514 locations and a total of 2,433 employees. It administers $31 billion in total assets across its 123,393 client accounts, making it one of the biggest firms in the United States by assets under management. Of its 123,393 client accounts, just 6% are held by high-net-worth individuals who have at least $1 million in investable assets. Avantax Advisory Services performs a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial advisory fees largely are based on the type of financial services. However, fees billed by Avantax Advisory Services may include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$30,968,246,116
2,433
123,393
$250,972
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Bradley Canavan Work History
Bradley has been registered as a financial advisor for 1 years.*
Avantax Advisory Services
Avantax Investment Services, Inc
Gregory F Wilt Cpa
Gregory Wilt Cpa Fc
Door Dash
Family Care Medical Group
Boom Boom Mex Me Taqueria
Westhill High School
*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 Canavan 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 Avantax Advisory Services
Ann Arbor, MI
Irving, TX
Ann Arbor, MI
Irving, TX
Lansdale, PA
Gadsden, AL
Dallas, TX
Irving, TX
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.
