About Us
Brad Pine (Bradford M. Pine) is a Wealth Advisor and President of Bradford Pine Wealth Group in Port Washington, New York, serving individuals, families, and business owners across Long Island, including Nassau and Suffolk counties, New York City, and throughout New York State, as well as in other parts of the country in the states where he is registered to conduct business. Since starting his career in 1992, Brad has spent more than 30 years helping clients plan for retirement, manage their investments, and simplify their financial lives. His work covers all areas of wealth management and retirement planning, including IRA and 401(k) rollover options, and he is the author of the eBook "10 Tips You Need To Know About Your IRA Rollover." Brad is a registered representative and investment adviser representative of LPL Financial. He holds the Series 4, 7, 24, 63, and 65 registrations through LPL Financial and a New York Life and Health insurance license (LA-513612).
Brad takes a personalized approach to every client relationship. Rather than fitting clients into a one-size-fits-all portfolio, he builds each plan around the client's individual goals, circumstances, and risk profile, and manages their investments to that risk profile over time. Brad also makes himself available to clients well beyond normal office hours, including evenings, weekends, and holidays, and even while he is traveling.
For clients whose portfolios are managed by RBC Rochdale, Brad works alongside RBC Rochdale's portfolio management team, so clients have both Brad's personal relationship and a dedicated investment team working on their portfolio, including regular review calls together. RBC Rochdale, LLC is an SEC-registered investment adviser and a wholly owned subsidiary of City National Bank, which is a subsidiary of Royal Bank of Canada (RBC). Brad is not employed by RBC Rochdale, City National Bank, or RBC.
Brad also works closely with a number of clients who have lost a spouse, many of whom had never handled the family finances before. He takes the time to walk them through their finances patiently and step by step, so they understand each decision and feel supported during a very difficult time.
Brad's motto has always been "Adapt or Become Extinct," so much so that he owns the domain AdaptOrBecomeExtinct.com. He and the Bradford Pine Wealth Group embrace technology and look to use artificial intelligence wherever they find it genuinely beneficial to clients and the practice. Today the team uses AI tools such as ChatGPT, Claude, and Google Gemini to help research public information, draft educational content, and streamline everyday office work. All of this is done within LPL Financial's security policies, which means client personal information is never entered into an AI tool that LPL has not approved. Every recommendation still comes from Brad and his team, not from a machine. They are always looking to stay ahead of the curve and to change whenever it helps the people they serve.
Services Brad and his team offer include bespoke wealth management, 401(k) and IRA rollover options, in-depth expense analysis, asset allocation, retirement planning with expense forecasting, business investing and succession planning, legacy and estate plan strategies, and college funding.
Outside the office, Brad lives in New York with his wife, Sally, and they have two children, Abigail and Clayton. He enjoys golf and snowboarding and is a passionate advocate for bone marrow donation. Brad joined the bone marrow registry after a family friend asked for help finding a donor for someone battling leukemia. That person sadly passed away, but Brad stayed on the registry, and in 2011 he was identified as a match for a patient in England. He donated his bone marrow on December 8, 2011, and the recipient's identity was kept confidential. At the time there was very little information online to help new donors understand the process, so Brad personally hired a videographer to film his entire experience. The video has since been viewed more than 38,000 times and is used to educate people considering donation. He also created SwabMyCheek.com so anyone thinking about becoming a donor can reach out to him directly.
Check the background of Brad Pine on FINRA BrokerCheck: https://brokercheck.finra.org/individual/summary/2220954
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, and Member FINRA (www.finra.org)/SIPC (www.sipc.org). Bradford Pine Wealth Group and LPL Financial, are separate entities. Financial professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Bradford Pine Wealth Group, LPL Financial, and RBC Rochdale are separate entities. Investment products are not FDIC insured, are not bank guaranteed, and may lose value.