Bradley
Small
Beech Hill Advisors, Inc
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About this Advisor
Bradley Small is a financial advisor who works out of New York, New York who has 1 year of relevant experience. Small is currently employed by Beech Hill Advisors, Inc. During their career, the advisor has held roles at Bradley R Small, Allstate Insurance Company, Nicoletto Small LLC and Beech Hill Securities, Inc. Small maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in New York. Beech Hill Advisors, Inc is a registered investment business based in New York, NY. It has offices in three locations and a total of eight people on staff. It controls $265 million in assets across its 556 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 556 client accounts, 33% are associated with high-net-worth clients who have more than $1 million in assets. The advisory firm has a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies and market timing services. Fees for financial management usually depend on the type of services provided. However, fees charged by Beech Hill Advisors, Inc likely are comprised of some blend of asset-based and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Beech Hill Advisors, Inc Brokerage Details
$265,364,568
8
556
$477,274
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Market timing services
Bradley Small Work History
Bradley has been registered as a financial advisor for 1 years.*
Beech Hill Securities, Inc
Nicoletto Small LLC
Bradley R Small
Allstate Insurance Company
*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 Small 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 Beech Hill Advisors, Inc
Livingston, NJ
New York, NY
Scarsdale, NY
New York, NY
New York, NY
New York, NY
New York, NY
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