Anglia Advisors
Anglia Advisors (CRD# 282832) is a financial advisory firm headquartered in Valley Stream, NY. They manage $15,100,000 in 60 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management15MILLION
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Total Number of Accounts60ACCOUNTS
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Average Account Value$251,667
- 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
- Educational seminars/workshops
NY
Simon Brady (CRD# 4521633) is an Investment Advisor Representative working at Anglia Advisors in Valley Stream, NY and has over 8 years of experience in the finance industry. Simon 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.