Bradley
Remy

Rubinbrown Advisors LLC

CRD#7051337
Investment Advisor
in Kansas City, MO

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About this Advisor

Bradley Remy is a financial advisor based out of Kansas City, Missouri with 4 years of industry experience. Remy works at Rubinbrown Advisors LLC. During their career, Remy has held roles at Rubinbrown Advisors LLC, Rubinbrown Llp and Benedictine College. Remy maintains a Series 65 license, certifying them as an investment advisor representative, and can operate in Missouri. Rubinbrown Advisors LLC is a financial advisory firm operating out of Saint Louis, MO. It has offices in four locations and a total of 29 employees. It administers $2 billion in assets across its 3,379 client accounts, placing it among the largest firms in the United States by assets under management. The firm serves five charitable organizations. Of its 3,379 client accounts, 65% are associated with high-net-worth individuals who have at least $1 million in assets. Rubinbrown Advisors LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors usually depend on which service is provided. Fee types charged by Rubinbrown Advisors LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1200 Main Street Suite 1000
Kansas City, MO 64105

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Rubinbrown Advisors LLC Brokerage Details

Total Assets Under Management

$2,115,190,668

MO Average: $11,469,110,461
Total Number of Employees

29

MO Average: 458
Total Number of Accounts

3,379

MO Average: 33,415
Average Account Size

$625,981

MO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Bradley Remy Work History

Bradley has been registered as a financial advisor for 4 years.*

2017 - Present (7 years)

Rubinbrown Advisors LLC

2013 - Present (11 years)

Rubinbrown Llp

2009 - 2013 (4 years)

Benedictine College

*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 Bradley Remy 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 Rubinbrown Advisors LLC

John Russo
Saint Louis, MO
Jason Uetrecht
Saint Louis, MO
Daniel Courtney
Denver, CO
Edita Kovacevic
Saint Louis, MO
Christopher Wurst
Denver, CO
Diane Dercher
Leawood, KS
Michael Bean
Leawood, KS
Gregory Osborn
Denver, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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