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

FINTRX

Overview

Bradley Woods & Co Ltd. is organized as a privately owned corporation and is classified in the dataset as an investment bank. It has an SEC registration that dates back to 1983, indicating the entity has been on the regulatory books for several decades. Ownership is recorded as individual rather than institutional or publicly held. The firm's profile fields show it does not operate as a capital allocator, and it is not identified as an active ESG investor. It is also not listed as a multi-state adviser, a pension consultant, or a related adviser, and it is not a newly formed adviser. Those attributes suggest the organization’s primary role is more aligned with capital markets or advisory services rather than running discretionary investment programs, broad multi-state advisory distribution, or specialized pension consulting. Available metadata in the public dataset is limited to regulatory and classification items; there are no descriptive disclosures about specific advisory services, target client segments, or investment strategies in the source material.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Derek Yee

    Derek Yee

    Chief Operating OfficerCRD 6911274

  • Steven Dresner

    Steven Dresner

    Founder & CEOCRD 4498471

  • Lee Gladden

    Lee Gladden

    Chief Executive OfficerCRD 1821821

Unlock 1 more executives

Contacts

3 of 33
  • Michael Newman

    Michael Newman

    Registered RepresentativeCRD 1029812

  • Eric Singer

    Eric Singer

    Managing DirectorCRD 718955

  • Stanley Stern

    Member of the BoardCRD 721616

Unlock 30 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth