Bradly Joseph Gotto
Investment adviser representative at Fiat Wealth Management
16 yearsExperience
1 stateRegistered in
$517.4MFirm 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 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
Experience
16 years in the industry.
- Foundations Investment Advisors LLCJan 2020 to now
- Fiat Insurance Serivces, LLCMay 2019 to now
- Fiat Wealth ManagementMay 2019 to now
- Capital Asset Advisory Services, LLCMar 2017 to Dec 2019
- American FinancialNov 2010 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2006
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (MN).
Fiat Wealth Management
Legal name: Fiat Wealth Management LLC
$517.4MAssets managed
647Clients
16Advisers
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
- 5197760
- Firm CRD
- 318201