Bradley
Senita

Royal Oak Financial Group

CRD#4687944
Investment Advisor
in Columbus, OH

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About this Advisor

Bradley Senita is a financial advisor based in Columbus, Ohio, working with Royal Oak Financial Group. Bradley has previously held positions at Cambridge Investment Research Inc, Cambridge Investment Research Advisors Inc, Greenstone Wealth Management, and Royal Oak Financial Group. Bradley has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Florida and Ohio. Currently, Bradley is part of Royal Oak Financial Group, which operates out of Columbus, Ohio. The firm has one office and three employees. The firm manages assets totaling $171.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Royal Oak Financial Group includes asset-based and hourly fees.

Certifications and Registrations

Series 66, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

5858 High Street
Columbus, OH 43085

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Royal Oak Financial Group Brokerage Details

Total Assets Under Management

$171,000,000

OH Average: $2,106,341,625
Total Number of Employees

3

OH Average: 34
Total Number of Accounts

265

OH Average: 1,972
Average Account Size

$645,283

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Bradley Senita Work History

2022 - Present (2 years)

Royal Oak Financial Group

2017 - Present (7 years)

Royal Oak Financial Group

2012 - Present (12 years)

Cambridge Investment Research Inc

2012 - Present (12 years)

Cambridge Investment Research Advisors Inc

2012 - 2017 (5 years)

Greenstone Wealth Management

Disclosures

Please visit the SEC profile of Bradley Senita 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 Royal Oak Financial Group

Grant Billings
Columbus, OH
Bradley Senita
Columbus, OH
Matthew Jehn
Columbus, OH

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