Alfred Bernard Brady
Investment adviser representative at Mbr Financial
9 yearsExperience
1 stateRegistered in
$956.4MFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
9 years in the industry.
- Mbr FinancialSep 2011 to now
- Purshe Kaplan Sterling InvestmentsSep 2013 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (TX).
Mbr Financial
Legal name: Margolis Brady Raghavan Financial, Inc.
$956.4MAssets managed
480Clients
6Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2147873
- Firm CRD
- 168333