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Matthew L Brady

American Portfolios Financial Services, Inc.

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About Matthew L Brady

Matthew L. Brady is a financial advisor registered with American Portfolios Financial Services, Inc. Matthew has been in the financial services industry since December 27, 2002. Matthew holds Series 7, Series 63, and SIE licenses and is registered in New York. Prior to working at American Portfolios Financial Services, Inc., Matthew worked at PFS INVESTMENTS INC. in E PATCHOGUE, NY, FTN FINANCIAL SECURITIES CORP in NEW YORK, NY, SPEAR, LEEDS & KELLOGG, L.P. in NEW YORK, NY, and KIDDER, PEABODY & CO. INCORPORATED in NEW YORK, NY.

Firm Information

Matthew Brady is currently registered with American Portfolios Financial Services, Inc.. American Portfolios Financial Services, Inc. is a corporation approved in April 1990, registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

154

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.

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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Matthew Brady’s Registration & Firm History

NY

07/12/2023 - Present

American Portfolios Financial Services, Inc. (HOLBROOK NY)

NY

09/10/2015 - 12/31/2016

PFS INVESTMENTS INC. (E PATCHOGUE NY)

NY

01/07/2005 - 09/04/2013

FTN FINANCIAL SECURITIES CORP (NEW YORK NY)

NY

02/11/1995 - 01/07/2005

SPEAR, LEEDS & KELLOGG, L.P. (NEW YORK NY)

NY

06/15/1994 - 02/10/1995

KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/06/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/12/2023

SIE - Securities Industry Essentials Examination

BC

Issued 07/01/2023

Series 7TO - General Securities Representative Examination

BC

Issued 06/14/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew L Brady.
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