Bradley Wayne Small
Investment adviser representative at Oneascent Financial Services LLC
17 yearsExperience
1 stateRegistered in
$3.5BFirm assets
10 yearsFirm in business
Are you Bradley Wayne Small? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Oneascent Financial Services, LLCNov 2024 to now
- Purshe Kaplan Sterling Investments, Inc.Aug 2022 to now
- Thrivent Advisor Network d/b/a Solomon Private WealthAug 2022 to Dec 2024
- Triad Advisors, Inc.Jul 2020 to Aug 2022
- Pinnacle Private Wealth, LLCJun 2020 to Aug 2022
- Wells Fargo AdvisorsFeb 2009 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 1 state (MA).
Oneascent Financial Services LLC
$3.5BAssets managed
5,279Clients
79Advisers
10 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
- 2749932
- Firm CRD
- 284549