Bradley Scott Harkness
Investment adviser representative at Greenbush Financial Group, LLC
17 yearsExperience
1 stateRegistered in
$616.5MFirm assets
14 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 feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Greenbush Financial Group, LLCNov 2023 to now
- The Ayco Company L.P.Aug 2009 to now
- American Portfolios Financial Services, Inc.Oct 2023 to Apr 2024
Exams passed
- Series 66 · Uniform Combined State Law2011
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
Greenbush Financial Group, LLC
$616.5MAssets managed
800Clients
4Advisers
14 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
- 5830242
- Firm CRD
- 125500