This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

BERTRAND INVESTMENT STRATEGIES, L.L.C.

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 1, 1998earliest registration or exam on IAPD

Years in industry

28derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65|S66

First exam

Sep 30, 1998

First registration

May 11, 2009

Dual registered

no

Other names

H BRADLEY BERTRAND|BRAD BERTRAND|BRADLEY BERTRAND

IAPD individual key

2046252

• Occurred

  Dec 31, 2024
  Advisor changed firm

  Harry Bradley Bertrand left Investment Strategies, Llc for Bertrand Investment Strategies, L.L.C. (registered 2023-06-12)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:bd0207fe-50ab-0895-607a-bc724eaa5894

First observed

May 11, 2009

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.