Bradley S Hammerman
Investment adviser representative at Beverly Hills Private Wealth, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$912.2MFirm 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 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
10 years in the industry.
- Beverly Hills Private Wealth, LLCApr 2025 to now
- Seia LLCApr 2024 to Apr 2025
- UnemployedFeb 2024 to Mar 2024
- Core FinancialMar 2016 to Jan 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (CA).
Beverly Hills Private Wealth, LLC
$912.2MAssets managed
250Clients
6Advisers
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
- 5407320
- Firm CRD
- 321132