Matthew Brady (CRD# 6878183) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Souderton, PA and has over 3 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
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Raymond James Financial Services Advisors, Inc.
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Hamilton-bates Investment Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Girard Advisory Services, LLC | Souderton, PA | Apr 2023 - Current | 1 |
| Girard Investment Services, LLC | Souderton, PA | Apr 2022 - Current | 2 |
| The Vanguard Group, Inc. | Malvern, PA | Feb 2020 - Apr 2022 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Doylestown, PA | Nov 2017 - Dec 2019 | 2 |
| Delaware Valley University | Doylestown, PA | Jan 2015 - May 2019 | 4 |
| Centre Square Golf Club | Norristown, PA | May 2017 - Sep 2018 | 1 |
| Lowes | Hatfield, PA | May 2015 - Aug 2015 | < 1 |
| Penn State University | State College, PA | May 2014 - Dec 2014 | < 1 |
| North Penn High School | Lansdale, PA | Sep 2011 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
| S63 | Uniform Securities State Law Examination | Jun 2020 |
- PA
-
Total Assets Under Management2,334MILLIONS
-
Total Number of Accounts4,622ACCOUNTS
-
Average Account Value$504,902
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, CT, DC, DE, FL, IL, IN, MA, MD, MI, NC, NJ, NY, OH, PA, SC, SD, TX, VA, WA, WI
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