Bradley
Yocum

Hartford Funds

CRD#5844917
Investment Advisor
in Wayne, PA

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About this Advisor

Bradley Yocum is a financial advisor based in Wayne, Pennsylvania, working with Hartford Funds. Bradley has previously held positions at Advisors Asset Management, Inc, Nuveen Investments, M Holdings Securities, Inc, Cornerstone Institutional Investors, Pocono Transcrete, LLC, Cornerstone Advisors Asset Management LLC, Cornerstone Benefits, Inc, Sb Value Partners, Lp, and Hartford Funds Distributors, LLC. Bradley has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Bradley is part of Hartford Funds, which operates out of Wayne, Pennsylvania. The firm has 384 employees and manages assets totaling $128.8 billion. The services offered by the firm include portfolio management for investment companies, portfolio management for pooled investment vehicles, selection of other advisers, and other services. The fee structure at Hartford Funds includes asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Others

Office Location

690 Lee Road
Wayne, PA 19087

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Hartford Funds Brokerage Details

Total Assets Under Management

$128,834,812,996

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

384

PA Average: 41
Total Number of Accounts

77

PA Average: 3,342
Average Account Size

$1,673,179,390

PA Average: $4,737,880

Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers
  • Other

Bradley Yocum Work History

2023 - Present (1 year)

Hartford Funds Distributors, LLC

2023 - 2023 (< 1 year)

Sb Value Partners, Lp

2021 - 2023 (2 years)

Advisors Asset Management, Inc

2019 - 2021 (2 years)

M Holdings Securities, Inc

2019 - 2021 (2 years)

Cornerstone Institutional Investors

2019 - 2021 (2 years)

Cornerstone Advisors Asset Management LLC

2019 - 2021 (2 years)

Cornerstone Benefits, Inc

2018 - 2019 (1 year)

Pocono Transcrete, LLC

2015 - 2018 (3 years)

Nuveen Investments

2010 - 2014 (4 years)

Advisors Asset Management, Inc

Disclosures

Please visit the SEC profile of Bradley Yocum 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 Hartford Funds

Clinton Jones
Wayne, PA
Michael Fedak
Wayne, PA
Lori Murphy
Westfield, NJ
Colleen Lynch
Wayne, PA
Curtis Hopp
Wayne, PA
Daniel Miller
Wayne, PA
Richard Kuehn
Edmonds, WA
Cindy Luan
Wayne, 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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