Cameron Matthew Brady
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Social Security & Medicare Planning
- Investment Management
- Business Services
- Retirement Planning
- Risk Management & Insurance
- Estate & Legacy Planning
- Tax Planning
- Financial Planning
Specializations
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...
Other Aliases
Cameron Brady
Similar Advisors
KEY INVESTMENT SERVICES LLC
STRATEGIC ADVISERS LLC
CLEVELAND WEALTH, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
KEY INVESTMENT SERVICES LLC
STRATEGIC ADVISERS LLC
CLEVELAND WEALTH, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
KEY INVESTMENT SERVICES LLC
STRATEGIC ADVISERS LLC
CLEVELAND WEALTH, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
KEY INVESTMENT SERVICES LLC
STRATEGIC ADVISERS LLC
CLEVELAND WEALTH, LLC
Credentials
Years of Experience
13 years in the financial services industry
Current & Past Employments
Similar Advisors
KEY INVESTMENT SERVICES LLC
STRATEGIC ADVISERS LLC
CLEVELAND WEALTH, LLC
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
KEY INVESTMENT SERVICES LLC
STRATEGIC ADVISERS LLC
CLEVELAND WEALTH, LLC
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.
Similar Advisors
KEY INVESTMENT SERVICES LLC
STRATEGIC ADVISERS LLC
CLEVELAND WEALTH, LLC
Primary Firm SEC Registration
MICHAEL BRADY & CO., LLC
State Registrations and Notice Filings
(7/10/2017)
(7/10/2017)
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 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 2013About the Series 6 examSimilar Advisors
KEY INVESTMENT SERVICES LLC
STRATEGIC ADVISERS LLC
CLEVELAND WEALTH, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Cameron Matthew Brady's CRS (Customer Relationship Summary).
Services Offered by Cameron
- Social Security & Medicare Planning
- Investment Management
- Business Services
- Retirement Planning
- Risk Management & Insurance
- Estate & Legacy Planning
- Tax Planning
- Financial Planning
Similar Advisors
KEY INVESTMENT SERVICES LLC
STRATEGIC ADVISERS LLC
CLEVELAND WEALTH, LLC
