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Mark E Brady

Eubel Brady & Suttman

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About Mark E Brady

Mark E. Brady is an investment advisor representative with Eubel Brady & Suttman. Mark has been in the industry since 1993 and is registered with the state of Ohio and Texas. He is also registered with FINRA and is a Series 24, Series 63, and Series 65 licensed representative. Eubel Brady & Suttman is a firm that provides financial planning, pension consulting, and portfolio management services to a variety of clients, including high-net-worth individuals, corporations, and investment companies.

Firm Information

Mark Brady is currently registered with Eubel Brady & Suttman. Eubel Brady & Suttman, based in Miamisburg, Ohio, is an investment advisory firm managing over $1.97 billion in assets. They provide financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles, as well as pension consulting and selection of other advisors. The firm serves a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
Eubel Brady & Suttman

10100 INNOVATION DRIVE

MIAMISBURG, OH 45342

$1.98B

Assets Under Management

14

Total Clients

12

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 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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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Other fees may apply as disclosed in certain offering documents.

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Mark Brady’s Registration & Firm History

OH

10/08/1993 - Present

Eubel Brady & Suttman (DAYTON OH)

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Licenses & Designations

BC

Issued 10/06/1992

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 06/09/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/06/1994

Series 24 - General Securities Principal Examination

BC

Issued 10/06/1992

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark E Brady.
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