Matthew Brady (CRD# 2162122) is an Investment Advisor Representative working at Thepartners Wealth Management in Monterey, CA and has over 31 years of experience in the finance industry.
CRD# 1102955
Castle Rock Wealth Management, LLC
CRD# 6900729
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4658169
Monterey Private Wealth, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
The Partners Wealth Mgmt Dba Ocean Pointe Financial Services Grp | Monterey, CA | Aug 2023 - Current | < 1 |
Purshe Kaplan Sterling Investments | Albany, NY | Aug 2023 - Current | < 1 |
Wells Fargo Clearing Services, LLC | Jacksonville, FL | Nov 2016 - Aug 2023 | 6 |
Wells Fargo Advisors LLC | Jacksonville, FL | May 2009 - Nov 2016 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1992 |
S66 | NASAA Uniform Combined State Law Examination | Feb 1999 |
- FL
-
Total Assets Under Management173MILLIONS
-
Total Number of Accounts565ACCOUNTS
-
Average Account Value$305,355
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, FL, GA, IL, NC, NY, OK, TX
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