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Matthew Thomas Brady

Investment adviser representative at Advisor Share Wealth Management, LLC
15 yearsExperience
1 stateRegistered in
$376.9MFirm assets
3 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 feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

15 years in the industry.

  1. Advisor Share Wealth Management, LLCApr 2023 to now
  2. Brady Benefits & Associates, LLCJun 2011 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 1 state (IN).

Advisor Share Wealth Management, LLC

$376.9MAssets managed
2,521Clients
48Advisers
3 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
7733128
Firm CRD
307997
Advisor's SEC record (opens in a new tab)
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