Daniel Robert Brady
Investment adviser representative at CIBC Private Wealth Advisors, Inc.
11 yearsExperience
3 statesRegistered in
CFP® certification, CFADesignations
$67.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- CIBC Private Wealth Advisors, Inc.Feb 2022 to now
- CIBC Private WealthJul 2020 to now
- Northern Lights Distributors, LLCSep 2019 to Jul 2020
- Pinnacle Family Advisors, LLCAug 2019 to Jul 2020
- Trendrating S.A.Sep 2017 to Jul 2020
- MFS Investment ManagementNov 2015 to Aug 2017
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 3 states (MA, ME, NH).
CIBC Private Wealth Advisors, Inc.
$67.8BAssets managed
9,236Clients
174Advisers
25 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
- 5879967
- Firm CRD
- 109644