Keith Brady
Keith Brady is a registered investment advisor at Planmember Securities Corporation, based in Farmingville, NY, with 29 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B 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 | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
2410 North Ocean Avenue, Suite 401, Farmingville, NY, 11738
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Keith works as a representative for Mutual Inc., dedicating full-time hours to financial/investment/securities sales and services. He is also a partner at South Shore Financial Svcs LLC (accounting and tax preparation), an adjunct professor of accounting, an insurance sales agent, and a board member for a non-profit.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Essex National Securities, LLC
Essex National Securities, LLCBroker
Essex National Securities, LLC
Essex National Securities, LLCBroker
Essex National Securities, INC.
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Bny Investment Center INC.
Bny Investment Center INC.Broker
Essex National Securities, INC.Broker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Djf Discount Brokers, INC.Broker
Essex National Securities, INC.Broker
State Registrations14 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.