Brad Leigh Bailey
Investment adviser representative at Brown Edwards Wealth Strategies
30 yearsExperience
1 stateRegistered in
$403.3MFirm assets
7 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
30 years in the industry.
- Brad Bailey, Cpa, PllcSep 2023 to now
- Towne Bank for Chesterfield CountyJan 2023 to now
- Brown Edwards Wealth StrategiesJul 2022 to now
- Alliance Wealth Strategies dba Brown Edwards Wealth StrategiesJun 2022 to now
- Brown, Edwards & Company, LLPJan 2021 to May 2023
- Avantax Advisory ServicesOct 2019 to Jun 2022
- Avantax Investment Services, Inc.Oct 2019 to Jun 2022
- Avantax Insurance Services, Inc.Mar 2004 to Jun 2022
- 1st Global Advisors, Inc.May 1999 to Oct 2019
- 1st Global Capital Corp.Nov 1998 to Oct 2019
- Gregg & Bailey, P.C.Nov 1996 to Dec 2020
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 1 state (VA).
Brown Edwards Wealth Strategies
Legal name: Alliance Wealth Strategies, LLC
$403.3MAssets managed
217Clients
8Advisers
7 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
- 3157873
- Firm CRD
- 173559