Bradley J Bishop
Investment adviser representative at Belmont Private Wealth
14 yearsExperience
2 statesRegistered in
$192.1MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Belmont Private Wealth LLCFeb 2024 to now
- Namtaf Advisors, LLCDec 2021 to now
- Tsg PropertiesSep 2015 to Jun 2023
- Matter Family OfficeMar 2012 to Feb 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1998
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (MO, NC).
Belmont Private Wealth
$192.1MAssets managed
29Clients
3Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1441255
- Firm CRD
- 331436