Brady Mason Wright
Investment adviser representative at Golden Road Advisors LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$237.7MFirm 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
13 years in the industry.
- Golden Road Advisors LLCJun 2023 to now
- University of FloridaAug 2019 to now
- Blueleaf LendingApr 2020 to Aug 2020
- Midwest Community BankApr 2019 to Aug 2019
- Boylan Catholic High SchoolAug 2015 to Apr 2019
- Holy Family Catholic SchoolAug 2013 to Apr 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
Golden Road Advisors LLC
$237.7MAssets managed
248Clients
4Advisers
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
- 7810015
- Firm CRD
- 314077