Andrew Stephen Brady
Investment adviser representative at Brady Family Wealth, LLC
10 yearsExperience
3 statesRegistered in
CFADesignation
$312.7MFirm 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 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
10 years in the industry.
- Brady Family Wealth, LLCJul 2021 to now
- Wells Fargo Clearing Services, LLCAug 2016 to now
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 3 states (FL, MO, TX).
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
- 6102625
- Firm CRD
- 315635