Matthew Brady, financial advisor Lansdowne VA
93 score

Matthew Brady

CRD Number: 3137611
Current Firm: Piedmont Investment Advisors, LLC

Matthew Brady (CRD# 3137611) is an Investment Advisor Representative working at Piedmont Investment Advisors, LLC in Lansdowne, VA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Wealthforge, LLC Richmond, VA Jan 2013 - Current 3
Militello Capital, LLC Lansdowne, VA Sep 2010 - Current 6
Piedment Investment Advisors, LLC Lansdowne, VA Sep 2010 - Current 6
Bb&t Investments Charlotte, NC Jan 2009 - Sep 2010 1
Bb&t Bank Frderick, MD Jan 2009 - Sep 2010 1
Bb&t Investments Charlotte, NC Nov 2005 - Dec 2008 3
Bb&t Bank Winston Salem, NC Jun 2005 - Dec 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2013
S65 NASAA Investment Advisors Law Examination Oct 1998
S66 NASAA Uniform Combined State Law Examination Dec 2005
Contact Info for Matthew D. Brady
Phone Number: (703) 729-8333
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    99
    MILLIONS
  • Total Number of Accounts
    167
    ACCOUNTS
  • Average Account Value
    $594,270
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, CA, FL, MD, NJ, NY, PA, TX, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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