Stacy
Brady
Commonwealth Financial Network
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About this Advisor
Stacy Brady is a financial advisor based out of Portland, Oregon with a total of 8 years of relevant experience. Brady is an advisor for Commonwealth Financial Network. Throughout their career, Brady has worked at Multiplan Financial and Commonwealth Financial Network. Brady has Series 63 and Series 66 licenses, designating them as a securities representative, and can operate in Nevada and Oregon. Commonwealth Financial Network is a registered investment firm based out of Waltham, MA. The investment advisory business has offices in 1,759 locations and a total of 4,300 people on staff. It oversees $146 billion in total assets across its 585,629 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 2,108 charitable organizations. Of its 585,629 customer accounts, just 4% are held by high-net-worth clients who have more than $1 million in assets available to invest. The company has a wide set 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, publication of newsletters and educational seminars. Fees charged by financial advisors are based on the type of services provided. However, fees charged by Commonwealth Financial Network likely consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$146,387,007,862
4,300
585,629
$249,965
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Stacy Brady Work History
Stacy has been registered as a financial advisor for 8 years.*
Commonwealth Financial Network
Multiplan Financial
*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 Stacy Brady to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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