Brady Morrison, financial advisor Birmingham MI
92 score

Brady Morrison

CRD Number: 6163838
Current Firm: Ubs Financial Services Inc.

Brady Morrison (CRD# 6163838) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Birmingham, MI and has over 3 years of experience in the finance industry. Brady Morrison 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.

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Professional Designations
Company Name Location Dates Years
Ubs Financial Services Inc. Birmingham, MI Apr 2016 - Current < 1
Girard Securities, Inc. San Diego, CA Jan 2014 - Apr 2016 2
United Capital Financial Advisers, LLC Newport Beach, CA Dec 2013 - Apr 2016 2
Sanders Morris Harris Inc. Boca Raton, FL Jan 2013 - Dec 2013 < 1
Edelman Financial Services LLC Fairfax, VA Jan 2013 - Dec 2013 < 1
Rbc Royal Bank Of Canada London, Oct 2011 - Nov 2012 1
Rbc Royal Bank Of Canada Chatham, Dec 2010 - Oct 2011 < 1
Pioneer Hi-bred Limited Chatham, May 2009 - Oct 2010 1
Educational Facilities Thamesville, Sep 1993 - Apr 2009 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for Brady A. Morrison
Phone Number: 201-352-3000
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
92
Clean Record
This advisor has a clean track record with regulators.

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