Partner · Astra Wealth Management Group
Bradley T. Vineyard
CRD 4181798 · Named on Form ADV at one SEC-registered adviser
At a glance
Astra Wealth Management Group, an SEC-registered wealth manager based in Plano, TX with $1.6 billion in regulatory assets, lists Bradley T. Vineyard on its Form ADV as Partner, a control person.
Firms and roles
- Astra Wealth Management GroupPartnerWealth manager · Plano, TX · $1.6B in regulatory assets
AtlasMembers
Bradley’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (7)
- Charles A. EvansPartner, Astra Wealth Management Group
- Gail CarrionPartner, Astra Wealth Management Group
- Mark FilardiPartner, Astra Wealth Management Group
- Robert E. HollandPartner, Astra Wealth Management Group
- Steven ZurlisPartner, Astra Wealth Management Group
2 more people named with Bradley on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Bradley’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.