BRADLEY SURMAN is an investment adviser representative (IAR) with state registration records since 2010, appearing at 4 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2025-03-31 | — |
| STRATEGIC ADVISERS LLC | 2013-06-19 | 2018-07-13 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2011-09-22 | 2013-04-30 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2010-05-21 | 2011-09-02 | — |