CB
Chris E. Brady
BLVD PRIVATE WEALTH
Prospect, KY 40059
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CRD#: 6155615
CB
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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Chris Edward 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®
NoneExperience
Current
October 20, 2020 - Present
BLVD PRIVATE WEALTH, LLC
Office #1: 10515 Meeting Street Suite 101, Prospect, KY 40059RIA
CRD#: 310682
Prospect, KY
Past
March 15, 2018 - August 20, 2020
MERIDIAN WEALTH MANAGEMENT, LLC
RIA
CRD#: 151523
LEXINGTON, KY
Past
February 18, 2013 - March 5, 2018
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
CINCINNATI, OH
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 - (10/3/2022 Approved)Kentucky
Registered Investment Advisory firm - (10/21/2022 Terminated)Texas
Registered Investment Advisory firm - (10/21/2022 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
Florida(12/4/2023)
IAR
Indiana(3/1/2024)
IAR
Kentucky(10/20/2020)
IAR
Texas(11/14/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BP
BLVD PRIVATE WEALTH, LLC
BLVD PRIVATE WEALTH, LLC
CRD#: 310682 / SEC#: 801-126683
RIA
Registered Investment Advisory firm - (10/3/2022 Approved)Kentucky
Registered Investment Advisory firm - (10/21/2022 Terminated)Texas
Registered Investment Advisory firm - (10/21/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
10515 Meeting Street Suite 101, Prospect, KY 40059
Mailing Address
Phone number
(502) 805-5820
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 365 |
| AUM (Assets Under Management) | $ 174,459,010 |
Red Flags
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Company Information
BLVD PRIVATE WEALTH, LLC
CRD#: 310682Prospect, KY 40059TRUST BUT VERIFY
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