Robert Jon stamps Bradford
Investment adviser representative at Affinity Capital Advisors LLC
11 yearsExperience
1 stateRegistered in
$851.3MFirm assets
11 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.
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Affinity Capital Advisors LLCMay 2018 to now
- Private OceanFeb 2017 to Apr 2018
- Morgan Stanley Private Bank, National AssociationJan 2015 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (CA).
Affinity Capital Advisors LLC
$851.3MAssets managed
547Clients
5Advisers
11 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
- 5955505
- Firm CRD
- 166226