William K Bradley
Investment adviser representative at Millennial Advisers, LLC.
10 yearsExperience
1 stateRegistered in
$339.4MFirm assets
6 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Millennial Advisers, LLC.Jul 2020 to now
- Allied Millennial PartnersNov 2019 to now
- Sw FinancialJan 2018 to Nov 2019
- Meyers Associates LPMar 2016 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (NY).
Millennial Advisers, LLC.
$339.4MAssets managed
363Clients
11Advisers
6 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
- 5529010
- Firm CRD
- 170847