Bradley Stephen Senita
Investment adviser representative at Royal Oak Financial Group
14 yearsExperience
2 statesRegistered in
$415.8MFirm assets
4 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Royal Oak Financial GroupJan 2017 to now
- Cambridge Investment Research Advisors IncSep 2012 to now
- Cambridge Investment Research IncSep 2012 to now
- Greenstone Wealth ManagementSep 2012 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2009
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (FL, OH).
Royal Oak Financial Group
$415.8MAssets managed
412Clients
3Advisers
4 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
- 4687944
- Firm CRD
- 166391