Douglas Brady, financial advisor Holbrook NY

Douglas Brady

CRD Number: 2838501
Current Firm: American Portfolios Advisors, Inc.

Douglas Brady (CRD# 2838501) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
American Portfolios Financial Services Holbrook, NY May 2010 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1997
S65 NASAA Investment Advisors Law Examination Nov 2019
Contact Info for Douglas J. Brady
Phone Number: 631-439-4600 X156
Registered State(s):
  • CA
  • NY
  • NC
By the Numbers
  • Total Assets Under Management
    13,084
    MILLIONS
  • Total Number of Accounts
    54,553
    ACCOUNTS
  • Average Account Value
    $239,833
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Educational seminars/workshops
Types of Clients
Registered States

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

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