Bradley James Bennest
Investment adviser representative at Raymond James (USA) Ltd
13 yearsExperience
1 stateRegistered in
CFADesignation
$2BFirm assets
Are you Bradley James Bennest? Claim your profile
Contact this firm
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.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Raymond James (USA) Ltd.Oct 2022 to now
- Raymond James Ltd.Oct 2013 to now
- Raymond James (USA) Ltd.Nov 2016 to May 2020
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Raymond James (USA) Ltd
$2BAssets managed
4,864Clients
122Advisers
15 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
- 6723158
- Firm CRD
- 25853