Michael Cameron Brady
CFP®Professional Summary
Michael Cameron Brady, CFP® is a registered financial advisor currently at MICHAEL BRADY & CO., LLC located in Westlake, Ohio. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Michael has worked at 8 firms and has passed the Series 63, Series 7, Series 22, Series 53, Series 27 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
41 years in the financial services industry
Current & Past Employments
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Current Firm
MICHAEL BRADY & CO., LLC
Contact Information
Main Address
28871 Center Ridge Road Suite 102, Westlake, OH 44145Phone Number
(440) 235-2100# of Employees
2SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
614AUM (Assets Under Management)
$248,589,752Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
MICHAEL BRADY & CO., LLC
State Registrations and Notice Filings
(2/22/2006)
(1/10/2012)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed Feb 1985About the Series 22 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Michael Cameron Brady's CRS (Customer Relationship Summary).
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