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Bradley S
Series 63
Webster, NY
Mass Mutual Investors Services
Bradley Smith is a financial advisor with Mass Mutual Investors Services in Webster, NY, holding a Series 63 designation and 11 years of industry experience. He has worked at Mass Mutual Investors Services since 2019 and previously held roles at Guardian Life and Park Avenue Securities. Outside of his advisory work, he is the CEO and owner of Cardinal Wealth LLC and also acts as a life and disability insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning relationships using firm-approved analytical tools.
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