Michael F. Bready

BEYOND FINANCIAL PLANNING

Bethesda, MD 20814

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CRD#: 5406351

Professional summary

Michael Franklin Bready JR, who also goes by Michael Franklin Bready, is a registered financial advisor currently at BEYOND FINANCIAL PLANNING, LLC located in Bethesda, Maryland.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Michael has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Franklin Bready

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.

Tampa Home; Investment related: Yes; 99B East Davis Blvd Tampa, FL 33606; Rental property owned by wife.; Start date: 2021-03-17; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Franklin Bready JR's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 12, 2019 - Present

BEYOND FINANCIAL PLANNING, LLC

Office #1: 7910 Woodmont Ave Suite 310, Bethesda, MD 20814

RIA

CRD#: 306240

Bethesda, MD

Past

July 12, 2016 - October 24, 2019

SB ADVISORY, LLC

RIA

CRD#: 154680

Olney, MD

Past

July 12, 2016 - October 24, 2019

IFS SECURITIES

CRD#: 40375

Bethesda, MD

Past

January 6, 2015 - July 12, 2016

EAGLE STRATEGIES LLC

RIA

CRD#: 110826

BETHESDA, MD

Past

May 19, 2011 - July 12, 2016

NYLIFE SECURITIES LLC

CRD#: 5167

BETHESDA, MD

Past

March 3, 2009 - October 28, 2009

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

GREENBELT, MD

Past

July 23, 2008 - November 10, 2008

SII INVESTMENTS, INC.

CRD#: 2225

NEW MARKET, MD

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(12/12/2019)

IAR

Texas
(1/2/2020)

IAR

Virginia
(9/4/2025)

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

State Security Law Exam

IAR

Series 66

Date: 12/24/2014

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/2/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/22/2008

General Securities Representative Examination

Current Firm

BEYOND FINANCIAL PLANNING, LLC

CRD#: 306240 / SEC#:

Maryland

Registered Investment Advisory firm - (12/10/2019 Approved)

Texas

Registered Investment Advisory firm - (1/2/2020 Conditional Restricted)

Virginia

Registered Investment Advisory firm - (9/4/2025 Approved)

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Contact information

Main Address

7910 Woodmont Ave Suite 310, Bethesda, MD 20814

Mailing Address

Phone number

(240) 760-1100

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	230
AUM (Assets Under Management)	$ 45,492,905

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Michael F. Bready

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Franklin Bready JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

SB ADVISORY, LLC

IFS SECURITIES

EAGLE STRATEGIES LLC

NYLIFE SECURITIES LLC

MSI FINANCIAL SERVICES, INC.

SII INVESTMENTS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/24/2014

Series 63

Date: 4/2/2012

SIE

Date: 10/1/2018

Series 7

Date: 7/22/2008

Current Firm

BEYOND FINANCIAL PLANNING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BEYOND FINANCIAL PLANNING, LLC

TRUST BUT VERIFY

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