Patrick Brady, financial advisor Salt Lake City UT

Patrick Brady

CRD Number: 2862037
Current Firm: Uma Financial Services Inc.

Patrick Brady (CRD# 2862037) is an Investment Advisor Representative working at Uma Financial Services Inc. in Salt Lake City, UT and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Uma Financial Services Salt Lake City, UT Aug 2000 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1997
S65 NASAA Investment Advisors Law Examination Jan 2007
Contact Info for Patrick J. Brady
Phone Number: 801-747-0800
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    1,224
    MILLIONS
  • Total Number of Accounts
    5,098
    ACCOUNTS
  • Average Account Value
    $240,074
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CO, LA, MT, OR, TX, UT, WA

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