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Profilo
Mr. Brad Stratton is a Principal at CONCERT Wealth Management, Inc. He joined the firm in February 2012.
Mr. Stratton was previously employed as Vice President & Senior Financial Advisor by Merrill Lynch & Co., Inc. In his 20 years at Merrill Lynch, he worked with individual and institutional clients in the areas of investment and financial planning along with income tax, estate planning and charitable giving strategies.
Prior to Merrill Lynch, he was an investment portfolio manager with Stratton Capital Management, Inc.
Mr. Stratton received his B.S.
Degree in Business from Emporia State University and his Certificate in Financial Planning from Florida State University.
Precedenti posizioni note di Bradley Stratton
| Società | Posizione | Fine |
|---|---|---|
Merrill Lynch & Co., Inc.
 Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | 31/01/2012 |
Stratton Capital Management Ltd.
 Stratton Capital Management Ltd. Investment Banks/BrokersFinance Stratton Capital Management Ltd. engages in the provision of alternative investments. The company was founded by Michael Manning and is headquartered in New York, NY. | Corporate Officer/Principal | 31/12/1991 |
CONCERT Wealth Management, Inc.
 CONCERT Wealth Management, Inc. Investment ManagersFinance CONCERT Wealth Management offers a variety of portfolios that combine different asset classes into dynamic investment solutions that are customized to meet each client's financial goals, growth expectations and tolerance for risk. Portfolios are strategically allocated through both conventional and alternative asset classes including stocks, bonds, currencies, natural resources, etc. CONCERT seeks to produce maximum risk-adjusted returns through prudent investment management. Their investment model allows them to use services and products from various custodians, brokerage firms and banks to provide clients the most competitive and ultimately low-cost financial solutions. | Gestore di Portafoglio-Azioni | - |
Formazione di Bradley Stratton
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
100
+
Relazioni di 1° grado
4
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
Stratton Capital Management Ltd.
Stratton Capital Management Ltd. Investment Banks/BrokersFinance Stratton Capital Management Ltd. engages in the provision of alternative investments. The company was founded by Michael Manning and is headquartered in New York, NY. | Finance |
CONCERT Wealth Management, Inc.
CONCERT Wealth Management, Inc. Investment ManagersFinance CONCERT Wealth Management offers a variety of portfolios that combine different asset classes into dynamic investment solutions that are customized to meet each client's financial goals, growth expectations and tolerance for risk. Portfolios are strategically allocated through both conventional and alternative asset classes including stocks, bonds, currencies, natural resources, etc. CONCERT seeks to produce maximum risk-adjusted returns through prudent investment management. Their investment model allows them to use services and products from various custodians, brokerage firms and banks to provide clients the most competitive and ultimately low-cost financial solutions. | Finance |
Emporia State University
 Emporia State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Merrill Lynch & Co., Inc.
Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
