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David William Brady

Gradient Securities, LLC

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About David William Brady

David Brady is an investment advisor with Gradient Securities, LLC located in Arden Hills, MN. David has been in the securities industry for over 30 years, serving a diverse clientele, from high-net-worth individuals to corporations. His expertise lies in helping clients achieve their financial goals through a tailored approach to financial planning and portfolio management.

Firm Information

David Brady is currently registered with Gradient Securities, LLC. Gradient Securities, LLC is a Limited Liability Company formed in April 2003. Based in Arden Hills, Minnesota, the firm provides investment advisory services to individuals, high-net-worth individuals, corporations, businesses, pension plans, and individuals other than high-net-worth. They offer financial planning, pension consulting, portfolio management, and selection of other advisers. The firm manages approximately $475 million in assets for over 6,600 clients.
Gradient Securities, LLC

4105 LEXINGTON AVENUE N

ARDEN HILLS, MN 55126

$475.17M

Assets Under Management

921

Total Clients

91

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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other

Solicitor fees

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David Brady’s Registration & Firm History

MA

07/12/2016 - Present

Gradient Securities, LLC (Greenfield MA)

MA

01/28/2004 - 07/01/2016

USA FINANCIAL SECURITIES CORPORATION (GREENFIELD MA)

MA

12/18/2002 - 11/19/2003

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

MA

01/06/1992 - 12/31/2002

SIGNATOR INVESTORS, INC. (BOSTON MA)

MA

01/06/1992 - 05/01/1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

IA

Issued 09/03/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/28/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/23/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for David William Brady. Review regulatory record here.
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