Cameron M. Brady
MICHAEL BRADY & CO.
Westlake, OH 44145
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CRD#: 6132327
Professional summary
Cameron Matthew Brady, CFP®, who also goes by Cameron Brady, is a registered financial advisor currently at MICHAEL BRADY & CO., LLC located in Westlake, Ohio.
Cameron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Cameron has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Biography
Cameron has been providing clients with financial planning services and investment management for over 5 years in Chicago before joining his father at Michael Brady & Co. in the greater Cleveland area. Cameron specializes in working with high net worth individuals as well as Millennials and Gen X clients. He is always finding unique ways to connect with clients and provide the highest quality of advice and service.
Cameron is a graduate of Saint Joseph’s University’s Haub School of Business in Philadelphia, and studied at DePaul University’s Certified Financial Planner™ program in Chicago.
Cameron is a life member of the National Eagle Scout Association and remains active in the Boy Scouts of America as a mentor to youth in the Cleveland area. In the summer of 2016 Cameron summited Mount Kilimanjaro in Tanzania, Africa with his siblings and is always looking for his next adventure.
Question & Answer
What are your service offerings?
Social Security Planning
Investment Planning
Employee and Employer Plan Ben...
Retirement Planning
Insurance Planning
Retirement Income Management
Estate Planning
Tax Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Baby Boomers
Business Owners
Corporate Executives
Entrepreneurs
Estate & Generational Planning...
Financial Psychology/Coaching
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Cameron Brady
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.
CRS (Client Relationship Summary) - RIA
Click below to view Cameron Matthew Brady'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®
CFP®
Start date: 2016
Experience
Current
July 10, 2017 - Present
MICHAEL BRADY & CO., LLC
Office #1: 28871 Center Ridge Road Suite 102, Westlake, OH 44145RIA
CRD#: 130093
Westlake, OH
Past
March 26, 2015 - June 26, 2017
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
RIA
CRD#: 38357
OAK BROOK, IL
Past
March 4, 2015 - June 26, 2017
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
BD
CRD#: 38357
OAK BROOK, IL
Past
February 18, 2013 - October 29, 2014
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
CHICAGO, IL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MB
MICHAEL BRADY & CO., LLC
MICHAEL BRADY & CO., LLC
CRD#: 130093 / SEC#: 801-112508
RIA
Registered Investment Advisory firm - (2/23/2018 Approved)Ohio
Registered Investment Advisory firm - (6/1/2018 Terminated)Texas
Registered Investment Advisory firm - (6/1/2018 Terminated)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
Ohio(7/10/2017)
IAR
Texas(7/10/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
MB
MICHAEL BRADY & CO., LLC
MICHAEL BRADY & CO., LLC
CRD#: 130093 / SEC#: 801-112508
RIA
Registered Investment Advisory firm - (2/23/2018 Approved)Ohio
Registered Investment Advisory firm - (6/1/2018 Terminated)Texas
Registered Investment Advisory firm - (6/1/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
28871 Center Ridge Road Suite 102, Westlake, OH 44145
Mailing Address
Phone number
(440) 235-2100
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 646 |
| AUM (Assets Under Management) | $ 228,280,792 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
