Profile
Mr. Bradley Berman is a Vice President of Wealth Management at Reilly Financial Advisors LLC.
With a deep understanding of the benefits associated with the full range of wealth management services at Reilly Financial Advisors, he assists clients with portfolio decisions, tax and estate strategies, and planning for a secure future.
He brings more than 15 years of investment management experience to the firm.
Prior to joining Reilly Financial Advisors, Mr. Berman was an analyst at PaineWebber and Olympic Capital Group in New York, focusing on investment banking and venture capital transactions.
He also worked as an attorney prior to moving to the U.S.
Mr. Berman holds a Juris Doctor degree from the University of Cape Town and has earned the FINRA Series 7, 63 and 65 licenses.
Former positions of Brad Berman
| Companies | Position | End |
|---|---|---|
Reilly Financial Advisors LLC
 Reilly Financial Advisors LLC Investment ManagersFinance Reilly Financial Advisors LLC (RFA) is a registered investment advisor headquartered in La Mesa, California. It was founded by Donald Reilly and Frank Reilly in 1999. In 2022, Creative Planning LLC acquired the firm from Frank & Gina Reilly Family Trust. RFA provides investment advisory services to individuals, business entities, trusts and pension and profit-sharing plans. | Portfolio Manager-Equities | 30/11/2021 |
Training of Brad Berman
| University of Cape Town | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Reilly Financial Advisors LLC
Reilly Financial Advisors LLC Investment ManagersFinance Reilly Financial Advisors LLC (RFA) is a registered investment advisor headquartered in La Mesa, California. It was founded by Donald Reilly and Frank Reilly in 1999. In 2022, Creative Planning LLC acquired the firm from Frank & Gina Reilly Family Trust. RFA provides investment advisory services to individuals, business entities, trusts and pension and profit-sharing plans. | Finance |
- Stock Market
- Insiders
- Brad Berman
