Kevin J. Brady
Professional summary
Kevin Joseph Brady, CFP®, who also goes by Kevin Josepy Brady, Kevin J Brady, is a registered financial advisor currently at WEALTHSPIRE ADVISORS located in New York, New York and FIDUCIENT ADVISORS LLC located in Chicago, Illinois.
Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Kevin has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Joseph Brady's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2017
Experience
March 18, 2021 - Present
WEALTHSPIRE ADVISORS
Office #1: 521 Fifth Avenue 15th Floor, New York, NY 10175June 26, 2026 - Present
FIDUCIENT ADVISORS LLC
Office #1: 500 W. Madison Street, Suite 3260, Chicago, IL 60661January 26, 2018 - June 6, 2018
HSBC SECURITIES (USA) INC.
September 25, 2013 - June 6, 2018
HSBC SECURITIES (USA) INC.
Primary Firm SEC Registration
FIDUCIENT ADVISORS LLC
CRD#: 106720 / SEC#: 801-48820
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/18/2021)
Exams
Current Firm
FIDUCIENT ADVISORS LLC
CRD#: 106720 / SEC#: 801-48820
Contact information
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,150 |
| AUM (Assets Under Management) | $ 67,638,977,771 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/10/2025 | ||
| 09/30/2024 | ||
| 11/14/2023 | ||
| 01/23/2023 |
Red Flags
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