Bradley Michael Steinman
Investment adviser representative at Waverly Advisors, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$29.9BFirm 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 assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Waverly Advisors, LLCJan 2024 to now
- Strategiq Financial Group, LLCDec 2021 to Mar 2024
- Personal Financial Planning, Inc.Jul 2020 to Dec 2021
- Public Defender of Marion County, Inc.Mar 2017 to Jul 2020
- UnemployedNov 2016 to Mar 2017
- Green Business Law, LLCDec 2013 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (IL).
Waverly Advisors, LLC
$29.9BAssets managed
13,689Clients
226Advisers
24 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
- 7317479
- Firm CRD
- 115332