Kyle J. Brady
Investment adviser representative at Thepartners Wealth Management
11 yearsExperience
1 stateRegistered in
$1.2BFirm assets
4 yearsFirm in business
Are you Kyle J. 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
- Seminars and workshops
Experience
11 years in the industry.
- Thepartners Wealth ManagementAug 2025 to now
- Fidelity InvestmentsJul 2022 to Aug 2025
- Florida State UniversityJul 2021 to May 2022
- Ocean Pointe Financial ServicesMay 2021 to Jul 2021
- Seminole Legacy Golf ClubFeb 2020 to Oct 2021
- Florida State UniversityAug 2019 to Feb 2020
- The Lodge and ClubJun 2019 to Aug 2019
- Florida State UniversityMay 2018 to Jun 2019
- YmcaFeb 2017 to May 2018
- Ponte Vedra High SchoolJul 2014 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
Thepartners Wealth Management
Legal name: The Partners Wealth Management, LLC
$1.2BAssets managed
6,212Clients
35Advisers
4 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
- 7407092
- Firm CRD
- 314816