Michael Brady, financial advisor Westlake OH

Michael Brady

CRD Number: 1320686
Current Firm: Michael Brady & Company, LLC
Compensation Model: Fee Only

Full-Time Fiduciary (I must put your interests ahead of everything)

Fee-Only (no commissions, no sales, no products, only advice for a fee you pay me directly)

Certified Financial Planning Professional (ethics, education, experience requirements)

 

 

Mike Brady has been a builder, keeper and steward of multi-generational wealth for substantial families worldwide for over 30 years. Over that time, Mr. Brady has advised, consolidated and simplified his clients’ financial lives thereby providing them with peace of mind and confidence in their financial future. He has worked with multiple generations of families to insure their lasting legacy long into the future.

 

He is a finance graduate of The Ohio State University’s Fisher College of Business and holds an MBA in finance from Cleveland State University’s James J. Nance College of Business. He completed executive education coursework at The University of Pennsylvania’s Wharton School.

 

As a Certified Financial Planner™ practitioner, Mike works in a full-time fiduciary capacity with his clients and practices and promotes Fee-Only financial planning and investment advisory services.

 

Mike has lectured widely on financial topics at the college level. He is a trusted financial advisor and coach to business owners, professional athletes, attorneys, accountants, and physicians. He has counseled and advised executives and pre-retirees of BP Oil, CSX Corporation, Parker Hannifin, Eaton Corporation, Ford Motor Company, General Motors Corporation, Northrop-Grumman, AT&T, NASA, Praxair, Arcelor Mittal Steel, Walgreen Co., the U.S. Government, The Cleveland Clinic, The National Basketball Players Association, and the National Football League Players Association.

 

He is a Life Member of the National Eagle Scout Association and is the recipient of the Silver Beaver Award: one of the highest volunteer awards bestowed by the National Council of the Boy Scouts of America. He is a former President of the Olmsted Falls City Schools Board of Education and has served in leadership positions for various charities and as a board member for several significant endowments and foundations.

 

Michael Brady (CRD# 1320686) is an Investment Advisor Representative working at Michael Brady & Company, LLC in Olmsted Falls, OH and has over 31 years of experience in the finance industry. Michael 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.

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Professional Designations
Company Name Location Dates Years
Michael Brady & Company, LLC Olmsted Falls, OH Jun 2004 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1985
Disclosure Information

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, and financial matters in which the advisor has been involved.

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Contact Info for Michael C. Brady
By the Numbers
  • Total Assets Under Management
    196
    MILLIONS
  • Total Number of Accounts
    611
    ACCOUNTS
  • Average Account Value
    $320,865
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH, TX

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