Kevin Brady (CRD# 6456137) is an Investment Advisor Representative working at Mjp Wealth Advisors in Westport, CT and has over 9 years of experience in the finance industry. Kevin 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.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mjp Associates, Inc. | Farmington, CT | Dec 2018 - Current | 5 |
| Mercer Global Advisors Inc. | Fairfield, CT | Apr 2017 - Dec 2018 | 1 |
| Mercer Global Advisors Inc. | Guilford, CT | Jan 2016 - Mar 2017 | 1 |
| Spruce Hill Capital, LLC | Guilford, CT | Feb 2015 - Dec 2015 | < 1 |
| Sole Proprietor | Guilford, CT | Sep 2014 - Dec 2015 | 1 |
| Spruce Hill Capital, LLC | Guilford, CT | Jun 2014 - Dec 2015 | 1 |
| Bristol-myers Squibb | Plainsboro, NJ | Jan 2003 - Jun 2014 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2015 |
- CT
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Total Assets Under Management1,057MILLIONS
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Total Number of Accounts2,782ACCOUNTS
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Average Account Value$379,809
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, NC, NE, NH, NJ, NY, PA, RI, SC, TN, TX, VA, VT
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