Bradley
Schardein

Hub Investment Partners, LLC

CRD#7606919
Investment Advisor
in Glen Allen, VA

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About this Advisor

Bradley Schardein is a financial advisor based in Glen Allen, Virginia, working with Hub Investment Partners, LLC. Bradley has previously worked at Millennium Advisory Services, Dicks Sporting Goods, Richmond Strikers, Deep Run High School, Randolph-Macon College, and Hub Investment Partners, LLC. Bradley has passed the Series 65 regulatory exam and is registered to provide services in Texas and Virginia. Currently, Bradley is part of Hub Investment Partners, LLC, which operates out of Glen Allen, Virginia. The firm has 28 offices and 144 employees. Hub Investment Partners, LLC manages $9.0 billion in assets and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning, portfolio management for individuals, small businesses, pooled investment vehicles, and institutional clients, pension consulting, selection of other advisers, educational seminars, and other services. The fee structures at Hub Investment Partners, LLC include asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

120 Eastshore Dr Suite 305
Glen Allen, VA 23059

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Hub Investment Partners, LLC Brokerage Details

Total Assets Under Management

$8,979,977,344

VA Average: $3,042,739,679
Total Number of Employees

144

VA Average: 49
Total Number of Accounts

8,633

VA Average: 2,315
Average Account Size

$1,040,192

VA Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Bradley Schardein Work History

2024 - Present (1 year)

Hub Investment Partners, LLC

2022 - Present (3 years)

Millennium Advisory Services

2021 - 2021 (< 1 year)

Dicks Sporting Goods

2018 - 2022 (4 years)

Randolph-Macon College

2016 - 2022 (6 years)

Richmond Strikers

2014 - 2018 (4 years)

Deep Run High School

Disclosures

Please visit the SEC profile of Bradley Schardein to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hub Investment Partners, LLC

Garrett Adams
Austin, TX
Coleman Fox
Austin, TX
Timothy Hummel
Glen Allen, VA
Keaton Christian
Austin, TX
Laneka Sledge
Austin, TX
Sherry Echart
Austin, TX
Michelle Jensen
Oklahoma City, OK
Dawn Edwards
Austin, TX

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