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Cameron Matthew Brady

Investment adviser representative at Michael Brady & Co., LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$248.6MFirm 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

12 years in the industry.

  1. Michael Brady & Co., LLCJul 2017 to now
  2. Cliftonlarsonallen Wealth Advisors LLCDec 2014 to Jun 2017

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2013
  • Series 65 · Uniform Investment Adviser Law2015

State registrations

Registered as an investment adviser representative in 2 states (OH, TX).

Michael Brady & Co., LLC

$248.6MAssets managed
218Clients
2Advisers
8 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
6132327
Firm CRD
130093
Advisor's SEC record (opens in a new tab)
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