Douglas Fairchild Bradley
Investment adviser representative at Integrated Wealth Concepts LLC
18 yearsExperience
1 stateRegistered in
$23.6BFirm assets
10 yearsFirm in business
Are you Douglas Fairchild Bradley? 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
18 years in the industry.
- Integrated Wealth Concepts, LLCFeb 2023 to now
- Capital Stewardship GroupMay 2018 to now
- Laurel Wealth Advisors, Inc.May 2018 to May 2023
- Capital Stewardship GroupFeb 2017 to Mar 2018
- Laurel Wealth Advisors, Inc.Feb 2017 to Mar 2018
- UBS Financial Services IncDec 2008 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (CA).
Integrated Wealth Concepts LLC
$23.6BAssets managed
29,848Clients
482Advisers
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
- 2850255
- Firm CRD
- 284656