Michael P. Brady

CLARITY ADVISORS

EAST AMHERST, NY

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CRD#: 6199184

Professional summary

Michael Patrick Brady is a registered financial advisor currently at CLARITY ADVISORS located in East Amherst, New York.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Michael has worked at 2 firms and has passed the Series 63, SIE 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) Sole proprietor; Not investment-related; 73 North Castlerock Lane, East Amherst, NY 14051; Insurance sales; Insurance agent; 10/2015; 10 hours/month devote 10 hours/month during securities trading hours; Insurance sales. 2) Vanilla Technologies, Inc.; Not investment-related; 310 S. Main St., Ste. 1000, Salt Lake City, UT 84101; Estate planning software; Account Executive; 9/2025; 10 hours/month devoted; 10 hours/month during securities trading hours; Software sales.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Patrick 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®

None

Experience

Current

July 10, 2024 - Present

CLARITY ADVISORS

RIA

CRD#: 330701

EAST AMHERST, NY

Past

August 3, 2021 - July 8, 2024

PFS INVESTMENTS INC.

RIA

CRD#: 10111

BUFFALO, NY

Past

January 9, 2014 - July 8, 2024

PFS INVESTMENTS INC.

CRD#: 10111

BUFFALO, NY

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

New York
(7/10/2024)

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

Series 63

Date: 2/15/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 1/9/2014

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CLARITY ADVISORS

CLARITY ADVISORS | CLARITY ADVISORS, LLC

CRD#: 330701 / SEC#:

New York

Registered Investment Advisory firm - (7/10/2024 Approved)

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Contact information

Main Address

Buffalo, NY

Mailing Address

Phone number

(716) 217-2021

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	58
AUM (Assets Under Management)	$ 5,833,332

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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Michael P. Brady

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Patrick Brady's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLARITY ADVISORS

PFS INVESTMENTS INC.

PFS INVESTMENTS INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 2/15/2014

SIE

Date: 10/1/2018

Series 6

Date: 1/9/2014

Current Firm

CLARITY ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CLARITY ADVISORS

TRUST BUT VERIFY

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