Bradley Nelson Burk
Investment adviser representative at Smith Salley Wealth Management
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.9BFirm assets
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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.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Smith Salley Wealth ManagementSep 2025 to now
- Modera Wealth Management, LLCApr 2023 to Sep 2025
- Parsec Financial Management Inc.Jan 2022 to Apr 2023
- Parsec Financial Management Inc.Nov 2020 to Dec 2021
- First Citizens Bank & Trust CompanyDec 2019 to Nov 2020
- Campbell University School of LawAug 2017 to Dec 2019
- W. Samuel Weathers, AttorneyMay 2015 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (NC).
Smith Salley Wealth Management
Legal name: Smith, Salley & Associates, LLC
$2.9BAssets managed
1,129Clients
17Advisers
22 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
- 7297090
- Firm CRD
- 129614