Adrian Christopher Schultz
Investment adviser representative at Bradley Wealth LLC
11 yearsExperience
1 stateRegistered in
$196.7MFirm assets
5 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
Experience
11 years in the industry.
- Bradley Wealth LLCOct 2025 to now
- Wells FargoJul 2023 to Oct 2025
- J.P. Morgan Securities LLCApr 2022 to Jul 2023
- JPMorgan Chase Bank, N.A.Apr 2022 to Jul 2023
- Cco Capital, LLC.Sep 2019 to Apr 2022
- Cim GroupSep 2019 to Apr 2022
- Cco Staffing, LLC.Sep 2019 to Feb 2020
- PostmatesMar 2019 to Dec 2020
- AmazonOct 2017 to Oct 2017
- Tesoro Ristorante ItalianoJul 2017 to Jul 2017
- VanguardSep 2015 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2022
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Bradley Wealth LLC
$196.7MAssets managed
204Clients
3Advisers
5 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
- 5862565
- Firm CRD
- 131808