Daniel
Brady
Savvy Wealth
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About this Advisor
Daniel Brady is a financial advisor operating in New York, New York who has 1 year of relevant experience. Brady currently works for Savvy Wealth. Throughout their career, Brady has worked at Dematteo Monness LLC, Chardan Capital Markets, Ladenburg Thalmann & Co., Inc, Morgan Stanley, Gladstone Wealth Partners, Savvy Advisors, Inc, Crt Capital Group LLC, Kcg Americas LLC, T3 Trading Group, LLC and Morgan Stanley Private Bank, N.A. Brady has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is able to work in New York. Savvy Wealth is a financial advisory firm operating out of New York, NY. The company has offices in five locations and a total of 11 people on staff. It administers $115 million in total assets between its 245 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm serves two charities and foundations. Of its 245 customer accounts, 18% are associated with high-net-worth clients who have greater than $1 million in assets. The firm has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors are based on which service is offered. Fee types charged by Savvy Wealth likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Savvy Wealth Brokerage Details
$114,702,721
11
245
$468,174
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
Daniel has been registered as a financial advisor for 1 years.*
Savvy Advisors, Inc
Gladstone Wealth Partners
Ladenburg Thalmann & Co., Inc
Morgan Stanley
T3 Trading Group, LLC
Morgan Stanley Private Bank, N.A
Chardan Capital Markets
Kcg Americas LLC
Crt Capital Group LLC
Dematteo Monness LLC
*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 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 Wealth
Costa Mesa, CA
Edgewood, KY
San Diego, CA
Prospect Heights, IL
Bellingham, WA
Boston, MA
New York, NY
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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