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).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    60
    ACCOUNTS
  • Average Account Value
    $251,667
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Anglia Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Simon P. Brady
CRD#: 4521633
70 E Sunrise Highway, Suite 500, Valley Stream, NY 11581

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.

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