Cole Bradley

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Pension consulting
• Seminars and workshops

Experience

10 years in the industry.

1. Morgan StanleyJun 2025 to now
2. Indiana UniversityAug 2024 to May 2025
3. Indiana UnviersityAug 2024 to May 2025
4. UBSJun 2024 to Aug 2024
5. Shannon Door Restaurant and PubMay 2024 to Aug 2024
6. Indiana UnviersityAug 2023 to May 2024
7. Shannon Door Restaurant and PubMay 2023 to Aug 2023
8. Top Notch VacationsMay 2023 to Aug 2023
9. Indiana University PressAug 2022 to May 2023
10. Indiana UnversityAug 2022 to May 2023
11. Shannon Door Restaurant and PubMay 2022 to Aug 2022
12. Top Notch VacationsMay 2022 to Aug 2022
13. Indiana University PressJan 2022 to May 2022
14. Indiana UniversityAug 2021 to May 2022
15. Shannon Door Restaurant and PubMay 2021 to Aug 2021
16. Top Notch VacationsMay 2021 to Aug 2021
17. Indiana UniversityAug 2020 to May 2021
18. Shannon Door Restaurant and PubJun 2020 to Aug 2020
19. Top Notch VacationsJun 2020 to Aug 2020
20. Kennett High SchoolAug 2019 to Jun 2020
21. Shannon Door Restaurant and PubJun 2019 to Aug 2019
22. Top Notch VacationsJun 2019 to Aug 2019
23. Kennett High SchoolAug 2018 to Jun 2019
24. Top Notch VacationsJun 2018 to Aug 2018
25. Kennett High SchoolAug 2017 to Jun 2018
26. Top Notch VacationsJun 2017 to Aug 2017
27. Kennett High SchoolAug 2016 to Jun 2017

Exams passed

• Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (CT, TX).

Morgan Stanley

Legal name: Morgan Stanley Smith Barney LLC

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

7942845

Firm CRD

149777