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RIA / WealthAdvisor40 years in industry

BRADLEY JAMES WISE

Advisor at REVISOR WEALTH MANAGEMENT LLC

Naples, FL | AKRON, OH

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 10, 2003 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: REVISOR WEALTH MANAGEMENT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 1986earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Jun 11, 1992
First registration: Feb 10, 2003
Dual registered: no
Other names: BRADLEY J WISE
IAPD individual key: 1554090

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
REVISOR WEALTH MANAGEMENT LLC	Independent wealth	Apr 3, 2025	n/a	yes	AKRON, OH\|Naples, FL	Current employment
AST INVESTMENT SERVICES, INC.	Asset manager	Sep 7, 2006	Nov 4, 2020	no	SHELTON, CT	Previous registration
AMERICAN SKANDIA ADVISORY SERVICES, INC.	n/a	Jan 12, 2004	Mar 24, 2004	no	SHELTON, CT	Previous registration
PRUCO SECURITIES, LLC	No RAUM reported	Feb 10, 2003	Dec 31, 2003	no	NEWARK, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AST INVESTMENT SERVICES, INC.	REVISOR WEALTH MANAGEMENT LLC	Nov 4, 2020	Apr 3, 2025	1,611	Firm change after gap	Other
AMERICAN SKANDIA ADVISORY SERVICES, INC.	AST INVESTMENT SERVICES, INC.	Mar 24, 2004	Sep 7, 2006	897	Firm change after gap	Other
PRUCO SECURITIES, LLC	AMERICAN SKANDIA ADVISORY SERVICES, INC.	Dec 31, 2003	Jan 12, 2004	12	Firm change	Other

Relationships

Registered with (4)

→ REVISOR WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
Apr 3, 2025 to presentfactForm ADV
→ AST INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Sep 7, 2006 to Nov 4, 2020factForm ADV
→ AMERICAN SKANDIA ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Jan 12, 2004 to Mar 24, 2004factForm ADV
→ PRUCO SECURITIES, LLCRegistered adviserregistration: previous registration
Feb 10, 2003 to Dec 31, 2003factForm ADV

Dated events

No dated event names this entity yet.