Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Brady is a financial advisor with Columbia Management Investment Advisers, LLC. Scott has been in the industry since 1996. Scott is registered with the state of Massachusetts to provide investment advice. Scott Brady was previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Eaton Vance Distributors, Inc., and Putnam Mutual Funds Corp.. Scott has extensive experience in financial services.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset liability management, credit analysis & asset allocation svcs
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
05/28/2019 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
NJ
05/26/2004 - 05/24/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
MA
12/15/1998 - 04/15/2004
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
MA
07/01/1996 - 12/01/1998
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
BOTH
Issued 06/17/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/14/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/27/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/28/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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