Truist Advisory Services
40yrs
Top advisor by experience in Port Orange
16yrs
Bradley Schwartz
Financial advisor at Truist Advisory Services
Bradley Schwartz is a fiduciary financial advisor in Port Orange, Florida, with 16 years in the industry. After a year at Edward Jones and five years at Merrill, Bradley joined Truist Advisory Services in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
One of 34 advisors with offices in Port Orange, and one of 34 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 52% of advisors in Florida
Office3865 S Nova Rd, Port Orange, FL 32127
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$560,278
Advisors at the firm1,970
States licensed ?1 state
Services through Truist Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Apr 2025 – nowTruist Advisory Services, Inc.Current firm
- Apr 2024 – Apr 2025Edward JonesPreviously
- 2019 – 2024MerrillPreviously
- Nov 2018 – Feb 2019
- Dec 2017 – Nov 2018MerrillPreviously
- Oct 2016 – Dec 2017PNC Wealth Management LLCPreviously
- Jan 2016 – Oct 2016Cetera Investment Advisers LLCPreviously
Contact Bradley
(800) 874-4770Firm headquarters in Atlanta, GA. Ask for Bradley. 3865 S Nova RdPort Orange, FL 32127Office · Get directions Firm websitewww.truist.com/wealth/tas-disclosure
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Questions to ask Bradley
Tailored to Bradley’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Bradley
How do I contact Bradley?
Call Truist Advisory Services at (800) 874-4770 and ask for Bradley Schwartz. Bradley works from the Port Orange, FL office.
How long has Bradley been a financial advisor?
Bradley has been in the industry since 2010, about 16 years. More experience than 52% of advisors in Florida.
What licenses does Bradley hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Bradley a fiduciary?
Bradley is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bradley paid?
Truist Advisory Services reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Bradley for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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