David Brady
David Brady is a ChFC-designated registered investment advisor at Gradient Wealth Management, based in Bernardston, MA, with 34 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 3 more. Their firm serves 4,553 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is up to 2.00% of assets under management. Fees are negotiable and may vary based on the money manager selected and account size.
Fee Estimator
Location
Bernardston, MA
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2008Customer Dispute
March 2007Other Business ActivitiesSells Insurance
David is the owner of Brady Associates Financial Services, an insurance and securities/advisory business, and spends a few hours per week on it. He also owns Brady Associates Inc., a real estate, consulting, and accounting entity, dedicating a few hours per week to managing rentals, consulting, and related tasks.
Employment History
Current Registrations
Gradient Wealth Management
Gradient Securities, LLCBroker
Previous Registrations
USA Financial Securities Corporation
USA Financial Securities CorporationBroker
MML Investors Services, INC.Broker
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.