Daniel M Brady
Investment adviser representative at Savvy
10 yearsExperience
1 stateRegistered in
$5BFirm assets
4 yearsFirm in business
Are you Daniel M Brady? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- SavvySep 2022 to now
- Savvy Advisors, Inc.Aug 2022 to now
- Gladstone Wealth PartnersApr 2021 to Aug 2022
- Morgan Stanley Private Bank, N.ADec 2018 to Apr 2021
- Morgan StanleyNov 2018 to Apr 2021
- T3 Trading Group, LLCFeb 2018 to Nov 2018
- Ladenburg Thalmann & Co., IncJan 2018 to Jan 2018
- Chardan Capital MarketsNov 2016 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NY).
Savvy
Legal name: Savvy Advisors, Inc.
$5BAssets managed
4,613Clients
209Advisers
4 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
- 2172300
- Firm CRD
- 318493