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Bradley W. Poock

Senior Vice President, Wealth Manager

Direct: (310) 432-2187

Phone: (888) 226-4018

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Calabasas, CA

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about bradley

Bradley grew up in a town in Sumner, Iowa. When he was 10 his parents sold the family business and moved the family to Monrovia, Liberia, West Africa; where his dad served as a business manager for a missionary organization.Seeing firsthand how families went without food, water or power; started his appreciation of being able to afford the little things in life. His experiences started his appreciation of saving for a rainy day, investing and financial planning.

Bradley has been a Financial Advisor for over 28 years. He understands and works on balancing income & growth strategies; from bonds, stocks, mutual funds, insurance, annuities, business or real estate ventures.

He has taught emancipated youth on what to do with finances when in the real working world, he has volunteered at his local animal shelter, volunteered for different charities; Multiple Sclerosis, Diabetes, Runaways and Cancer organizations. He has served and been a member of multiple chambers’ of commerce and other community organizations.

He enjoys spending time with his family; Sheri, Jordin & Braedin when not working. His "bucket list" will include golfing, surfing, scuba diving, fishing, travel and enjoying the grandkids.

bradley poock

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ADDITIONAL SERVICES

Trust Services

401(k) Rollovers

Annuities

Long Term Care Insurance

Professional Portfolio Management

Trust Accounts

Licenses & Registrations

Exams and Registrations: Series 3, Series 7, Series 8, Series 31, Series 63, Series 65

CA Insurance License #: 0B81119

Disciplinary Information:
• No reportable disciplinary history.
• For a complete overview of Bradley's disclosure history, please visit the FINRA's BrokerCheckLink

Additional Compensation:
Bradley receives compensation from FSREO, varied from year to year, project to project.
Supervisor:
Peter Sosnowski - Senior Vice President of Retail Division 201.499.0316Download ADV2b

Education & Background

Educational Background:

Azusa Pacific University & Concordia College
‍
Business Experience:
• Siebert AdvisorNXT, LLC – Investment Advisor Representative (2018-Present)
• Muriel Siebert & Co., LLC – Registered Representative (2018-Present)
• StockCross Financial Services, Inc. – Registered Representative (2012-2017)
• Morgan Stanley & CO - Financial Advisor (1993-2012)

Other Business Activities:
Investment-Related Activities
• FSREO - Family Real Estate business (Father is Owner/Operator)
•Registered Representative at Muriel Siebert & Co., affiliated broker-dealer of Siebert AdvisorNXT, LLC
Non-Investment-Related Activities
• Bradley is not engaged in any other business or occupation that provides substantial compensation or involves a substantial amount of his time.

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Siebert Financial Corporation (“Siebert”) has a full range of brokerage and financial advisory services offered through its operating subsidiaries, affiliates and brands associated with Siebert Financial described below.

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Muriel Siebert & Co., LLC Member: FINRA | NYSE | SIPC  – Provides brokerage and custodial related services and is the registered Broker Dealer and wholly owned subsidiary of Siebert Financial Corporation.

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