Matthew Allen Bradley
Investment adviser representative at Rba Wealth Management, LLC
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$452.1MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Rba Wealth Management, LLCDec 2017 to now
- Purshe Kaplan Sterling InvestmentsNov 2017 to now
- Pks Advisory Services, LLCNov 2017 to Dec 2017
- Morgan Stanley Private Bank, National AssociationJan 2015 to Nov 2017
- Morgan Stanley Smith BarneyAug 2010 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Rba Wealth Management, LLC
$452.1MAssets managed
426Clients
4Advisers
8 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
- 4091214
- Firm CRD
- 291029