David Brady (CRD# 2191009) is an Investment Advisor Representative working at Gradient Wealth Management in Greenfield, MA and has over 32 years of experience in the finance industry.
CRD# 7047829
Edward Jones
CRD# 2355947
Capital Analysts
CRD# 5900328
Ae Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gradient Securities LLC | Arden Hills, MN | Jun 2016 - Current | 7 |
| Brady Associates Inc. | Greenfield, MA | Jun 1979 - Current | 44 |
| Usa Financial Securities Corporation | Ada, MI | Jan 2004 - Jun 2016 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1992 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2009 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- ME
- MA
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Total Assets Under Management475MILLIONS
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Total Number of Accounts6,625ACCOUNTS
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Average Account Value$71,724
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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