Timothy
Bradley
Dynamic Trading Management, LLC
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About this Advisor
Timothy Bradley is a financial advisor who works out of White Plains, New York. Bradley currently works for Dynamic Trading Management, LLC. Throughout their career, they have worked at Allied Beacon Partners, Cabot Lodge Securities LLC, Dynamic Trading Management LLC and Dynamic Trading Management, LLC. Bradley holds Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in New York. Dynamic Trading Management, LLC is a registered investment firm that has its headquarters in White Plains, NY. It handles $49 million in assets across its 121 customer accounts, placing it among the smaller financial advisory firms in the nation by assets under management. Of its 121 client accounts, 36% are held by high-net-worth investors who have more than $1 million in assets. The advisory firm provides a set of services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors usually are based on which services are provided. Fee types billed by Dynamic Trading Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dynamic Trading Management, LLC Brokerage Details
$49,008,000
1
121
$405,025
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Timothy Bradley Work History
Timothy has been registered as a financial advisor for 0 years.*
Cabot Lodge Securities LLC
Dynamic Trading Management LLC
Dynamic Trading Management, LLC
Allied Beacon Partners
*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 Timothy 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 Dynamic Trading Management, LLC
White Plains, 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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