Keith
Brady

Planmember Securities Corporation

CRD#2613526
Investment Advisor
in Farmingville, NY

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About this Advisor

Keith Brady is a financial advisor working out of Farmingville, New York with 2 years of relevant experience. Brady is on the advisory team at Planmember Securities Corporation. Brady has gained experience at State Bank Of Long Island, Investors Bank/Essex National Securities, Planmember Securities Corporation, Mutual Inc, South Shore Financial Services LLC and Keith F. Brady. Brady holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in New York and Texas. Planmember Securities Corporation is a financial advisory firm based out of Carpinteria, CA. It has offices in 350 locations and a total of 459 employees. It manages $8 billion in assets under management among its 67,968 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides services to 14 charitable organizations. Of its 67,968 client accounts, just 1% are held by high-net-worth investors who have more than $1 million in assets available to invest. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fees usually depend on the financial services offered. Fees charged by Planmember Securities Corporation most likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

2410 North Ocean Avenue, Suite 401
Farmingville, NY 11738

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Planmember Securities Corporation Brokerage Details

Total Assets Under Management

$7,530,125,901

NY Average: $7,578,581,321
Total Number of Employees

459

NY Average: 43
Total Number of Accounts

67,968

NY Average: 3,727
Average Account Size

$110,789

NY Average: $2,033,427

Investment Advisory Services

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

Keith Brady Work History

Keith has been registered as a financial advisor for 2 years.*

2014 - Present (10 years)

Planmember Securities Corporation

2014 - Present (10 years)

Mutual Inc

2014 - Present (10 years)

Keith F. Brady

2013 - Present (11 years)

Keith F. Brady

2007 - Present (17 years)

South Shore Financial Services LLC

2013 - 2014 (1 year)

Investors Bank/Essex National Securities

2008 - 2013 (5 years)

State Bank Of Long Island

*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 Keith 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 Planmember Securities Corporation

John Italiano
Irvington, NY
Salleh Beitollahi
Agoura Hills, CA
Benjamin Parker
Carpinteria, CA
Michael George
Carpinteria, CA
Keeley Atterbury
Carlsbad, CA
Kyle Smith
Carpinteria, CA
Darin Leong
Mililani, HI
Lauren Thomas
Horseshoe Bay, TX

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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