Melissa Ann Tiscareno
Investment adviser representative at Bradley & Company Private Wealth Management, LLC
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$252MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Bradley & Company Private Wealth Management, LLCMay 2010 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Bradley & Company Private Wealth Management, LLC
$252MAssets managed
59Clients
2Advisers
8 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
- 7357609
- Firm CRD
- 296931