Brad Finch Dalton
Investment adviser representative at Eton Advisors
17 yearsExperience
1 stateRegistered in
CFADesignation
$1.9BFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Eton Advisors Group, LLCSep 2017 to now
- Eton Advisors, LPJul 2009 to now
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2003
- Series 63 · Uniform Securities Agent State Law2006
State registrations
Registered as an investment adviser representative in 1 state (NC).
Eton Advisors
Legal name: Eton Advisors Group, LLC
$1.9BAssets managed
143Clients
7Advisers
9 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
- 4669764
- Firm CRD
- 289395