Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Michael Brady is a financial advisor with Pathstone, a firm that provides financial advisory and portfolio management services to a wide range of clients, including high-net-worth individuals, families, institutions, and foundations. Brian has over a decade of experience in the financial services industry, having previously worked at UBS Financial Services Inc. and Deutsche Bank Securities Inc. He is a Chartered Financial Analyst (CFA) and holds the Series 7 and Series 66 licenses. Brian's areas of expertise include financial planning, portfolio management, and wealth management. He is committed to providing personalized financial advice to help clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NJ
11/08/2023 - Present
Pathstone (ENGLEWOOD NJ)
DC
06/29/2016 - 09/18/2023
UBS FINANCIAL SERVICES INC. (WASHINGTON DC)
DC
03/31/2011 - 08/18/2014
DEUTSCHE BANK SECURITIES INC. (WASHINGTON DC)
BOTH
Issued 06/27/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2011
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Brian Brady is the right advisor for you? Invested Better is here to help.
