Michael Patrick Brady
Investment adviser representative at Brady Family Wealth, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$312.7MFirm assets
Are you Michael Patrick 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
- Pension consulting
Experience
12 years in the industry.
- Brady Family Wealth, LLCFeb 2023 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Feb 2023
- Wells Fargo Advisors, LLCFeb 2014 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (MO).
Brady Family Wealth, LLC
$312.7MAssets managed
108Clients
3Advisers
5 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
- 5811931
- Firm CRD
- 315635