Todd
Brady

Nuveen Asset Management, LLC

CRD#4570692
Investment Advisor
in Phoenixville, PA

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About this Advisor

Todd Brady is a financial advisor based in Phoenixville, Pennsylvania, working with Nuveen Asset Management, LLC. Todd has previously held positions at Lockwood Advisors, Inc, Advisorport, Inc, Bergin,Roberts & Co, Bergin, Roberts & Co., LLC, Cnl Securities Corp, Wells Fargo Funds Distributor LLC, Wells Fargo Funds Management, LLC, and Nuveen Securities LLC. Todd has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Illinois. Currently, Todd is part of Nuveen Asset Management, LLC, which operates out of Phoenixville, Pennsylvania. The firm has 14 offices and 397 employees. The firm manages assets totaling $239.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Nuveen Asset Management, LLC includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 66, Series 63

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

Phoenixville, PA

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Nuveen Asset Management, LLC Brokerage Details

Total Assets Under Management

$239,614,971,441

PA Average: $6,674,516,078
Total Number of Employees

397

PA Average: 44
Total Number of Accounts

59,703

PA Average: 2,564
Average Account Size

$4,013,449

PA Average: $2,603,165

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Todd Brady Work History

2020 - Present (4 years)

Nuveen Securities LLC

2017 - 2020 (3 years)

Wells Fargo Funds Distributor LLC

2017 - 2020 (3 years)

Wells Fargo Funds Management, LLC

2015 - 2017 (2 years)

Cnl Securities Corp

2014 - 2015 (1 year)

Bergin,Roberts & Co

2014 - 2015 (1 year)

Bergin, Roberts & Co., LLC

2010 - 2014 (4 years)

Lockwood Advisors, Inc

2006 - 2014 (8 years)

Advisorport, Inc

Disclosures

Please visit the SEC profile of Todd 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 Nuveen Asset Management, LLC

Patricia Regnitz
Chicago, IL
Stephanie Mueller
Chicago, IL
Laura Stolfi
Chicago, IL
Lisa Segner
Chicago, IL
Christopher Daniels
Chicago, IL
Stephen Lopez
Chicago, IL
Daniel Chambers
Chicago, IL
Rebecca Harris
Chicago, IL

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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