Daniel
Brady
Savvy
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About this Advisor
Daniel Brady is a financial advisor based in New York, New York, working with Savvy. Daniel has previously held positions at Dematteo Monness LLC, Crt Capital Group LLC, Kcg Americas LLC, Chardan Capital Markets, Ladenburg Thalmann & Co., Inc, T3 Trading Group, LLC, Morgan Stanley, Morgan Stanley Private Bank, N.A, Gladstone Wealth Partners, and Savvy Advisors, Inc. Daniel has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New York. Currently, Daniel is part of Savvy, which operates out of New York, New York. The firm has 10 offices and 12 employees. The firm manages assets totaling $401.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Savvy includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Savvy Brokerage Details
$401,296,753
12
1,218
$329,472
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Daniel Brady Work History
Savvy Advisors, Inc
Gladstone Wealth Partners
Ladenburg Thalmann & Co., Inc
T3 Trading Group, LLC
Morgan Stanley
Morgan Stanley Private Bank, N.A
Chardan Capital Markets
Kcg Americas LLC
Crt Capital Group LLC
Dematteo Monness LLC
Disclosures
Please visit the SEC profile of Daniel 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 Savvy
Charlotte, NC
Bellingham, WA
New York, NY
West Chester, PA
Del Mar, CA
Edgewood, KY
West Orange, NJ
New York, NY
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