Melody
Brady
Xypn Invest
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About this Advisor
Melody Brady is a financial advisor based in Bozeman, Montana, working with Xypn Invest. Melody has previously held positions at Charles Schwab & Co, Inc, Cuso Financial Services, Beechmont Financial Group LLC, and Xy Investment Solutions, LLC. Melody has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Ohio. Currently, Melody is part of Xypn Invest, which operates out of Bozeman, Montana. The firm has 10 offices and 10 employees. The firm manages assets totaling $133.3 million and offers services including portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Xypn Invest includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Xypn Invest Brokerage Details
$133,274,180
10
1,451
$91,850
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Melody Brady Work History
Xy Investment Solutions, LLC
Beechmont Financial Group LLC
Cuso Financial Services
Charles Schwab & Co, Inc
Disclosures
Please visit the SEC profile of Melody 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 Xypn Invest
Bozeman, MT
Bozeman, MT
Bozeman, MT
Richland Center, WI
Bozeman, MT
Bozeman, MT
Georgetown, KY
Swansea, MA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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