Bradley Trent Covey
Investment adviser representative at Avidian Wealth Solutions
24 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
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
24 years in the industry.
- Avidian Wealth Solutions, LLCOct 2018 to now
- Purshe Kaplan Sterling InvestmentsOct 2018 to now
- Sta Wealth Management, LLCOct 2018 to Mar 2021
- J.P. Morgan Securities LLCOct 2012 to Oct 2018
- JPMorgan Chase BankMar 2002 to Oct 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1998
State registrations
Registered as an investment adviser representative in 1 state (TX).
Avidian Wealth Solutions
Legal name: Avidian Wealth Enterprises, LLC
$4.8BAssets managed
1,895Clients
43Advisers
21 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
- 2758177
- Firm CRD
- 127186