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Christopher John Brady

RWA Wealth Partners

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About Christopher John Brady

Christopher John Brady is a financial advisor with over 13 years of experience in the financial services industry. He is currently registered with RWA Wealth Partners and has been with the firm since October 2023. Previously, Christopher Brady was with Fidelity Brokerage Services LLC for over a decade. Christopher Brady is licensed to provide investment advice in California, Maine, Massachusetts, and Texas. He holds Series 63, 66, and 7 licenses. Christopher John Brady specializes in providing financial planning and portfolio management services to high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Christopher Brady is currently registered with RWA Wealth Partners. RWA Wealth Partners is an investment advisor based in NEWTON, MA. The firm primarily provides financial planning, portfolio management for individuals and businesses, and estate planning services to individuals, corporations, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $15.42 billion in assets.
RWA Wealth Partners

85 WELLS AVENUE

NEWTON, MA 02459

$15.42B

Assets Under Management

26

Total Clients

66

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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estate planning, tax return preparation & filing; model provider

Estate planning, tax return preparation & filing; model provider

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Model provider fee

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Christopher Brady’s Registration & Firm History

MA

10/05/2023 - Present

RWA Wealth Partners (NEWTON MA)

MA

11/26/2009 - 04/20/2022

FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)

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Licenses & Designations

BOTH

Issued 07/03/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/04/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/25/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher John Brady.
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