Profile
Mr. Brad Stratton is a Principal at CONCERT Wealth Management, Inc. He joined the firm in February 2012.
Mr. Stratton was previously employed as Vice President & Senior Financial Advisor by Merrill Lynch & Co., Inc. In his 20 years at Merrill Lynch, he worked with individual and institutional clients in the areas of investment and financial planning along with income tax, estate planning and charitable giving strategies.
Prior to Merrill Lynch, he was an investment portfolio manager with Stratton Capital Management, Inc.
Mr. Stratton received his B.S.
Degree in Business from Emporia State University and his Certificate in Financial Planning from Florida State University.
Former positions of Bradley Stratton
| Companies | Position | End |
|---|---|---|
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | 31/01/2012 |
Stratton Capital Management Ltd.
 Stratton Capital Management Ltd. Investment Banks/BrokersFinance Stratton Capital Management Ltd. engages in the provision of alternative investments. The company was founded by Michael Manning and is headquartered in New York, NY. | Corporate Officer/Principal | 31/12/1991 |
CONCERT Wealth Management, Inc.
 CONCERT Wealth Management, Inc. Investment ManagersFinance CONCERT Wealth Management, Inc. is a registered investment advisor headquartered in San Jose, California and was founded in 2006. The firm is a subsidiary of Omni Global Group Ltd. They offer an integrated financial planning-based solution for high net-worth individuals and families. | Portfolio Manager-Equities | - |
Training of Bradley Stratton
| Emporia State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Stratton Capital Management Ltd.
Stratton Capital Management Ltd. Investment Banks/BrokersFinance Stratton Capital Management Ltd. engages in the provision of alternative investments. The company was founded by Michael Manning and is headquartered in New York, NY. | Finance |
CONCERT Wealth Management, Inc.
CONCERT Wealth Management, Inc. Investment ManagersFinance CONCERT Wealth Management, Inc. is a registered investment advisor headquartered in San Jose, California and was founded in 2006. The firm is a subsidiary of Omni Global Group Ltd. They offer an integrated financial planning-based solution for high net-worth individuals and families. | Finance |
| Merrill Lynch & Co., Inc. | Finance |
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