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Chris Edward Brady

BLVD PRIVATE WEALTH
PROSPECT, KY
·CRD# 6155615·13 years experience

Professional Summary

Chris Edward Brady is a registered financial advisor currently at BLVD PRIVATE WEALTH, LLC located in Prospect, Kentucky. Chris is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Chris has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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.

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Years of Experience

13 years in the financial services industry

Current & Past Employments

Current

BLVD PRIVATE WEALTH, LLCCurrent·CRD# 310682
RIA
10515 Meeting Street Suite 101, Prospect, KY 40059
October 20, 2020 - Present

Past

MERIDIAN WEALTH MANAGEMENT, LLCPast·CRD# 151523
RIA
Lexington, KY
March 15, 2018 - August 20, 2020
J.P. MORGAN SECURITIES LLCPast·CRD# 79
BD
Cincinnati, OH
February 18, 2013 - March 5, 2018

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Current Firm

BP
BLVD PRIVATE WEALTH, LLC

BLVD PRIVATE WEALTH, LLC

CRD#: 310682 / SEC#: 801-126683
RIA
Registered Investment Advisory firm - SEC (10/3/2022 Approved)
Kentucky
Registered Investment Advisory firm - Kentucky (10/21/2022 Terminated)
Texas
Registered Investment Advisory firm - Texas (10/21/2022 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

10515 Meeting Street Suite 101, Prospect, KY 40059

Phone Number

(502) 805-5820

# of Employees

3

SEC notice filing (4 States and Territories)

Registered to provide investment advisory services in 4 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A- BLVD PRIVATE WEALTH, LLC (2/27/2026)

Regulatory Assets Under Management

Total Number of Accounts

427

AUM (Assets Under Management)

$220,351,220

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

1. EDWARD ELAINE, LLC; LEXINGTON/KY; DIRECTOR, AGENT; START DATE: 11/2014; BUILDING LEASE TO BLVD.; INVESTMENT RELATED; DEVOTE ABOUT 2 HOURS/MONTH AND 0 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: NONE 2. EDWARD ELAINE WEALTH MANAGEMENT, LLC; LEXINGTON/KY; MANAGING MEMBER; START DATE: 02/2018; FOR BUSINESS TAX PURPOSES OF NON-OPERATING INVESTMENT ADVISORY BUSINESS THAT HAS NO CLIENT ACCOUNTS NOR DOES IT OFFER ADVISORY SERVICES; INVESTMENT RELATED; DEVOTE ABOUT 0 HOURS/MONTH AND 0 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: ACCOUNTING FOR MONTHLY INCOME AND EXPENSES. 3. CHRIS BRADY; INDEPENDENT INSURANCE AGENT; START DATE: 10/01/2020; INVESTMENT-RELATED; LOCATION : 10515 MEETING ST SUITE 101 PROSPECT, KY 40059; DESCRIPTION OF THE BUSINESS: INSURANCE BROKER AS PART OF CLIENT FINANCIAL PLANNING; POSITION TITLE: OWNER; RESPONSIBILITIES DUTIES: TAKE INSURANCE APPLICATIONS, WORK WITH CLIENTS TO COMPLETE REQUIREMENTS; HOURS DEVOTED TO BUSINESS DURING TRADING HOURS: 2; HOURS DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 2. 4. LEGACY TOBACCONIST; CONSULTANT; NOT INVESTMENT RELATED; LOCATION: 2903 BOXHILL CT PROSPECT KY 40059; DESCRIPTION: NON-COMPENSATED CONSULTING ROLE WITH A GROUP OF OPERATORS OF A RETAIL TOBACCONIST.; RESPONSIBILITIES: ADVISING ON BUSINESS DECISION AND FILING SUPPORT; START DATE: 2025-02-01; 2 HOURS PER MONTH DURING TRADING HOURS; 4 HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS. 5. Fellowship Sticks; Member; Investment Related: No; Location: 714 Lyndon Ln Louisville KY 40222; Description: Tobacco Distributorship; Start date: 2026-02-01; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 0. 6. Oxmoor Smoke Shoppe; Member; Investment Related: No; Location: 7900 Shelbyville Rd Louisville KY 40222; Description: Retail Tobacconist; Start date: 2026-02-01; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: 0.

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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".
BP
BLVD PRIVATE WEALTH, LLC

BLVD PRIVATE WEALTH, LLC

CRD#: 310682 / SEC#: 801-126683
RIA
Registered Investment Advisory firm - SEC (10/3/2022 Approved)
Kentucky
Registered Investment Advisory firm - Kentucky (10/21/2022 Terminated)
Texas
Registered Investment Advisory firm - Texas (10/21/2022 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
IAR
Florida
(12/4/2023)
IAR
Indiana
(3/1/2024)
IAR
Kentucky
(10/20/2020)
IAR
Texas
(11/14/2022)

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 65 — Uniform Investment Adviser Law Examination

Passed Mar 2018About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 2013About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Mar 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 2015About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Feb 2013About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Chris Edward Brady's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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