Adviser and broker representative · Kingswood Wealth Advisors, LLC
Bradley S. Mayer
CRD 4034321 · Pflugerville, TX
At a glance
Bradley S. Mayer is an investment adviser representative with Kingswood Wealth Advisors, LLC in Pflugerville, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Bradley’s SEC record dates to 1999, about 26 years ago. Bradley is also registered as a broker representative.
Current advisory firm
- Kingswood Wealth Advisors, LLCSince March 2022Pflugerville, TX · $3.8B in regulatory assets
SEC adviser record
- Registered since
- 1999 (26 years)
- Designations
- None on file
- Exams
- Series 65, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Bradley’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
- 9 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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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 and FINRA BrokerCheck.