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RB

Richard D. Brady

HELIOS FINANCIAL SERVICES
Cedar Park, TX 78641
Some features on this profile are disabled
CRD#: 7229552
RB

Professional summary

Richard Derek Brady, who also goes by Rich Brady, is a registered financial advisor currently at HELIOS FINANCIAL SERVICES, LLC located in Cedar Park, Texas.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Richard has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Rich Brady

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Derek 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

April 22, 2026 - Present

HELIOS FINANCIAL SERVICES, LLC

Office #1: 2901 Caballo Ranch Blvd., Suite 5d, Cedar Park, TX 78641
RIA
CRD#: 339501
Cedar Park, TX
Past

February 8, 2024 - May 19, 2026

FOUNDATIONS INVESTMENT ADVISORS LLC

RIA
CRD#: 175083
Cedar Park, TX
Past

April 25, 2023 - February 5, 2024

PORTSIDE WEALTH GROUP, LLC

RIA
CRD#: 325175
Cedar Park, TX
Past

April 14, 2020 - June 23, 2023

TOWNSQUARE CAPITAL, LLC

RIA
CRD#: 288576
Cedar Park, TX

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
Texas
(4/22/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/15/2019
Uniform Investment Adviser Law Examination

Current Firm

HF
HELIOS FINANCIAL SERVICES, LLC
HELIOS FINANCIAL SERVICES, LLC

CRD#: 339501 / SEC#:

Texas
Registered Investment Advisory firm - (4/22/2026 Approved)
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Contact information

Main Address
2901 Caballo Ranch Blvd., Suite 5d, Cedar Park, TX 78641
Mailing Address
Phone number
(512) 964-1002
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

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Company Information

HELIOS FINANCIAL SERVICES, LLC

CRD#: 339501Cedar Park, TX 78641

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