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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Brady is a financial advisor with Savvy Advisors, Inc. based in New York, NY. Daniel has over 30 years of experience in the financial services industry, previously working with firms such as Morgan Stanley, T3 Trading Group, LLC and Ladenburg Thalmann & Co., Inc. Daniel is a registered Investment Advisor Representative in New York and holds Series 7, 55, 63, 66 and SIE licenses. Daniel specializes in financial planning, portfolio management for individuals and businesses, educational seminars, and the selection of other advisors.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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NY
09/27/2022 - Present
Savvy (New York NY)
NY
12/05/2018 - 03/24/2021
MORGAN STANLEY (PURCHASE NY)
NY
02/07/2018 - 01/02/2019
T3 TRADING GROUP, LLC (NEW YORK NY)
NY
01/22/2018 - 02/06/2018
LADENBURG THALMANN & CO. INC. (NEW YORK NY)
NY
11/07/2016 - 02/06/2018
CHARDAN CAPITAL MARKETS LLC (NEW YORK NY)
NJ
07/07/2015 - 08/31/2016
KCG AMERICAS LLC (JERSEY CITY NJ)
NY
02/23/2015 - 07/08/2015
DEMATTEO MONNESS LLC (NEW YORK NY)
CT
09/03/2014 - 02/27/2015
CRT CAPITAL GROUP LLC (STAMFORD CT)
NY
10/29/2009 - 08/26/2014
DEMATTEO MONNESS LLC (NEW YORK NY)
NY
06/20/2007 - 10/21/2009
CHARDAN CAPITAL MARKETS LLC (NEW YORK NY)
NY
08/01/2003 - 07/26/2005
RAMIUS SECURITIES, L.L.C. (NEW YORK NY)
NY
03/14/2002 - 06/16/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/02/1992 - 03/14/2002
HERZOG, HEINE, GEDULD, LLC (NEW YORK NY)
NY
02/18/1992 - 04/15/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
11/01/1991 - 11/21/1991
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
NY
10/28/1991 - 11/15/1991
HIBBARD BROWN & CO., INC. (NEW YORK NY)
BOTH
Issued 02/26/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/25/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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