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Kevin Brady

MJP Wealth Advisors

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About Kevin Brady

Kevin Brady is an Investment Advisor Representative at MJP Wealth Advisors with over 6 years of experience in the financial industry. Kevin is a Certified Financial Planner and holds the Series 65 license. Kevin has experience providing financial planning, pension consulting, selection of other advisors and portfolio management services for individuals, businesses, and charitable organizations. Kevin has worked with clients across Connecticut. MJP Wealth Advisors is based in Farmington, CT. Kevin specializes in working with high-net-worth individuals, pension and profit sharing plans, and charitable organizations.

Firm Information

Kevin Brady is currently registered with MJP Wealth Advisors. MJP Wealth Advisors is a financial advisory firm based in Farmington, CT, with approximately $1.06 billion in regulatory assets under management. They offer a range of services, including financial planning, portfolio management for individuals, pension consulting, and selection of other advisors. They serve individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
MJP Wealth Advisors

74 BATTERSON PARK RD

FARMINGTON, CT 06032

$1.06B

Assets Under Management

Not reported

Total Clients

9

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.

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mjp online advisor service

Mjp online advisor service

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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Kevin Brady’s Registration & Firm History

CT

12/04/2018 - Present

MJP Wealth Advisors (Westport CT)

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Licenses & Designations

IA

Issued 02/21/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Brady.
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