Bradley
Senita
Royal Oak Financial Group
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About this Advisor
Bradley Senita is a financial advisor operating out of Columbus, Ohio who has 1 year of industry experience. Senita works at Royal Oak Financial Group. Over the course of their career, they have held roles at Cambridge Investment Research Inc, Cambridge Investment Research Advisors Inc, Greenstone Wealth Management and Royal Oak Financial Group. Senita maintains Series 66 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Florida and Ohio. Royal Oak Financial Group is a registered investment firm that has its headquarters in Columbus, OH. The firm has just three people on staff. It has $105 million in assets among its 208 accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 208 accounts, just 9% are held by high-net-worth individuals who have greater than $1 million in investable assets. The firm offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules usually are based on which services are provided. Fee types billed by Royal Oak Financial Group likely consist of some combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Royal Oak Financial Group Brokerage Details
$105,000,000
3
208
$504,808
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Bradley Senita Work History
Bradley has been registered as a financial advisor for 1 years.*
Royal Oak Financial Group
Royal Oak Financial Group
Cambridge Investment Research Inc
Cambridge Investment Research Advisors Inc
Greenstone Wealth Management
*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 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
Columbus, OH
Columbus, OH
Columbus, OH
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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