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Matthew Francis Brady

Girard Advisory Services, LLC

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About Matthew Francis Brady

Matthew Brady is an investment advisor representative at Girard Advisory Services, LLC. Matthew has been in the securities industry since March 2020. He holds Series 63, 65, 7TO and SIE licenses and is registered with the state of Pennsylvania. Prior to joining Girard Advisory Services, LLC, Matthew worked at Vanguard Marketing Corporation. Matthew specializes in providing financial planning, pension consulting, and portfolio management services to high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Matthew Brady is currently registered with Girard Advisory Services, LLC. Girard Advisory Services, LLC is a Pennsylvania-based corporation that has been providing advisory services since 1995. The firm offers a variety of services including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisers. Girard Advisory Services, LLC manages approximately $2.3 billion in assets for individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and individuals other than high-net-worth. The firm is headquartered in King of Prussia, Pennsylvania.
Girard Advisory Services, LLC

555 CROTON ROAD

KING OF PRUSSIA, PA 19406

$2.33B

Assets Under Management

Not reported

Total Clients

50

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.

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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Matthew Brady’s Registration & Firm History

PA

06/09/2023 - Present

Girard Advisory Services, LLC (SOUDERTON PA)

PA

03/11/2020 - 05/04/2022

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

IA

Issued 06/09/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/10/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/11/2020

Series 7TO - General Securities Representative Examination

BC

Issued 01/10/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Francis Brady.
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