Bradley Woods & Co Ltd.

Broker-DealerFINRA MemberEst. 1983
Total AUM
Advisory reps
37
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
13660
Registered since
March 4, 1983

Firm profile

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Overview

Bradley Woods & Co Ltd. is organized as a corporation and is classified in public records as an investment bank. The firm has been SEC-registered since 1983 and is privately owned by an individual proprietor. Publicly available metadata characterizes the firm more by its regulatory and ownership attributes than by a detailed service menu. Available filings indicate Bradley Woods & Co Ltd. does not operate as a capital allocator and is not flagged as an active ESG investor. It also does not present itself as a multi-state adviser, a pension consultant, or a related-adviser network according to the records reviewed. The firm has not disclosed specifics about its client mix, fee schedules, advisory activities, or product offerings in those sources. Because the public record on Bradley Woods & Co Ltd. is limited, key operational details that typically inform how a private wealth firm positions itself—such as whether it offers discretionary portfolio management, investment-committee driven strategies, or third-party manager selection—are not documented in the available material.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • Joshua Eisenberg

    Joshua Eisenberg

    CFOCRD 8025209

  • Derek Yee

    Derek Yee

    Chief Operating OfficerCRD 6911274

  • Lee Gladden

    Lee Gladden

    Chief Executive OfficerCRD 1821821

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Contacts

3 of 33
  • Shane Burn

    Registered RepresentativeCRD 2667777

  • Mark Sauter

    Mark Sauter

    Managing DirectorCRD 5240812

  • Peter Rosenberg

    Registered RepresentativeCRD 2889168

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
711 3rd Ave
Time zone
ET (UTC-5)
Office locations

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