Cole Brady Anderson
Investment adviser representative at Intergy Private Wealth, LLC
16 yearsExperience
1 stateRegistered in
$602.6MFirm assets
5 yearsFirm in business
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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
16 years in the industry.
- Intergy Private Wealth, LLCJun 2026 to now
- Kestra Advisory Services, LLCSep 2025 to Jun 2026
- Rnr Securities, LLCJul 2019 to Nov 2020
- Collins Wealth Management, Inc.Jun 2019 to Sep 2025
- Charles SchwabJun 2019 to Oct 2019
- N/aMay 2018 to Oct 2019
- Desert MountainSep 2017 to Apr 2018
- Benchmark Inc.May 2017 to Sep 2017
- Bobby QSep 2016 to May 2017
- SchoolApr 2010 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (CO).
Intergy Private Wealth, LLC
$602.6MAssets managed
590Clients
5Advisers
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
- 7027247
- Firm CRD
- 315698