Simon Brady (CRD# 4521633) is an Investment Advisor Representative working at Anglia Advisors in Valley Stream, NY and has over 8 years of experience in the finance industry. Simon Brady has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
CRD# 4632189
Sarsi, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Anglia Advisors | Valley Stream, NY | Jul 2013 - Current | 10 |
Origin Financial | San Francisco, CA | Jun 2021 - Jul 2021 | < 1 |
Long Island Soccer Referees Association | Long Island, NY | Sep 2015 - Jan 2016 | < 1 |
United Nations Federal Credit Union | Long Island City, NY | Feb 2015 - Jan 2016 | < 1 |
Raymond James Financial Services | New York, NY | Jun 2015 - Dec 2015 | < 1 |
Raymond James Financial Services Advisors | New York, NY | Feb 2015 - Dec 2015 | < 1 |
Anglia | Rockville Center, NY | Aug 2012 - Feb 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2015 |
- NY
-
Total Assets Under Management15MILLIONS
-
Total Number of Accounts60ACCOUNTS
-
Average Account Value$251,667
- 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
- Educational seminars/workshops
NY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.