Investment adviser representative · Westpoint Wealth Management, LLC
Broc J. Stradley
CRD 6648047 · Berea, OH
At a glance
Broc J. Stradley is an investment adviser representative with Westpoint Wealth Management, LLC in Berea, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Broc’s SEC record dates to 2018, about 8 years ago.
Current advisory firm
- Westpoint Wealth Management, LLCSince November 2020Berea, OH · $106M in regulatory assets
SEC adviser record
- Registered since
- 2018 (8 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Broc’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
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.
More at Westpoint Wealth Management, LLC
- Matthew D. HeckBerea
- David E. HerwerdenBerea
- Frederick J. KeresturyBerea
- Raymond S. LoudenBerea
- Timothy NoeBerea · Chartered Financial Consultant
- Scott C. HannaWilloughby Hills
- Andreas C. KoustisWestlake
Every advisor at Westpoint Wealth Management, LLC →Westpoint Wealth Management, LLC: assets, clients and custodians →Financial advisors in Berea, OH →Every Westpoint Wealth Management, LLC advisor in Berea →Advisor Moves: who changed firms this week →