Chris
Brady
Blvd Private Wealth, LLC
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About this Advisor
Chris Brady is a financial advisor operating in Prospect, Kentucky, with 3 years of relevant experience. Brady is an employee of Blvd Private Wealth, LLC. Their career trajectory has included roles at Jp Morgan Securities LLC, Jpmorgan Chase Bank, Meridian Wealth Management LLC and Blvd Private Wealth, LLC. Brady maintains Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Kentucky and Texas. Blvd Private Wealth, LLC is a registered investment business operating out of Prospect, KY. It administers $114 million in assets between its 251 customer accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 251 customer accounts, 24% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Blvd Private Wealth, LLC performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually depend on which services are offered. However, fee types billed by Blvd Private Wealth, LLC likely include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Blvd Private Wealth, LLC Brokerage Details
$113,873,986
4
251
$453,681
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Chris Brady Work History
Chris has been registered as a financial advisor for 3 years.*
Blvd Private Wealth, LLC
Meridian Wealth Management LLC
Jp Morgan Securities LLC
Jpmorgan Chase Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Chris Brady to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Blvd Private Wealth, LLC
Prospect, KY
Prospect, KY
Prospect, KY
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