Bradley
Prosper

Xpyria Investment Advisors, Inc

CRD#6701431
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Bradley Prosper is a financial advisor based in Pittsburgh, Pennsylvania, working with Xpyria Investment Advisors, Inc. Bradley has previously held positions at Mellon Bank Corporation, Xpyria Investment Advisors, Inc, and has also been a student. Bradley has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania. Currently, Bradley is part of Xpyria Investment Advisors, Inc, which operates out of Pittsburgh, Pennsylvania. The firm has 11 employees and manages assets totaling $823.3 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Xpyria Investment Advisors, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Two Gateway Center, Suite 1850 603 Stanwix Street
Pittsburgh, PA 15222

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Xpyria Investment Advisors, Inc Brokerage Details

Total Assets Under Management

$823,305,244

PA Average: $15,833,994,310
Total Number of Employees

11

PA Average: 41
Total Number of Accounts

1,007

PA Average: 3,342
Average Account Size

$817,582

PA Average: $4,737,880

Investment Advisory Services

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

Bradley Prosper Work History

2016 - Present (8 years)

Xpyria Investment Advisors, Inc

2015 - 2016 (1 year)

Mellon Bank Corporation

2006 - 2015 (9 years)

Student

Disclosures

Please visit the SEC profile of Bradley Prosper 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 Xpyria Investment Advisors, Inc

Karen Fadzen
Pittsburgh, PA
James Tomasovich
Pittsburgh, PA
Christina Salpietro
Pittsburgh, PA
Joseph Salpietro
Pittsburgh, PA
Bret Stutzman
Pittsburgh, PA
John Cummings
Pittsburgh, PA
Natalee Esposito
Pittsburgh, PA
Michael Giammatteo
Pittsburgh, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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