H. Robert
Bradley
Northlanding Financial Partners, LLC
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About this Advisor
H. Robert Bradley is a certified financial planner operating in Rochester, New York who has 2 years of industry experience. Bradley is on the advisory team at Northlanding Financial Partners, LLC. Over the course of their career, they have held roles at Wall Street Financial Group, Inc, Northlanding Financial Partners, LLC and Mutual Securities, Inc. Bradley holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in New York. Northlanding Financial Partners, LLC is an advisory company that has its headquarters in Rochester, NY. It handles $198 million in total assets across its 720 accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 720 customer accounts, 25% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Northlanding Financial Partners, LLC has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules are based on the type of financial services. Fees billed by Northlanding Financial Partners, LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Northlanding Financial Partners, LLC Brokerage Details
$198,427,481
5
720
$275,594
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
H. Robert Bradley Work History
H. Robert has been registered as a financial advisor for 2 years.*
Mutual Securities, Inc
Northlanding Financial Partners, LLC
Wall Street Financial Group, Inc
*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 H. Robert Bradley 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 Northlanding Financial Partners, LLC
Rochester, NY
Rochester, NY
Rochester, NY
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.
