Investment adviser representative · Brown Edwards Wealth Strategies
Brad L. Bailey
CRD 3157873 · Lynchburg, VA
At a glance
Brad L. Bailey is an investment adviser representative with Brown Edwards Wealth Strategies in Lynchburg, VA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Brad’s SEC record dates to 1999, about 27 years ago.
Current advisory firm
- Brown Edwards Wealth StrategiesSince July 2022Lynchburg, VA · $403M in regulatory assets
SEC adviser record
- Registered since
- 1999 (27 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Brad’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.