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Bernard B
Series 63, Series 66
Marshfield, MA
Soltis Investment Advisors, LLC
Bernard Braudis is a financial advisor at Soltis Investment Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Principal Street Partners and Greenwich Investment Management. Outside of his advisory role, he consults fintech companies on user experience, data integrations, and potential enhancements. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individuals, institutions, trusts, endowments, and retirement plans. The firm combines Modern Portfolio Theory with quantitative screening and qualitative manager due diligence, offering a diverse range of investment options and regular client communications.
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