Brady Marlow
Brady Marlow is a CFP-designated registered investment advisor at Sequoia Financial Group, L.L.C., based in Phoeniz, AZ, with 21 years of industry experience. Brady operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 11,218 clients with $32B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sequoia Financial Advisors charges for investment management as a percentage of your portfolio, a flat retainer, or through legacy fee structures. The exact fee is negotiable based on your financial situation, the amount of your investments, and the complexity of your needs. Fees are typically billed quarterly in advance, quarterly in arrears, or monthly in advance.
While the firm does not currently impose a minimum account size for investment management, fee arrangements vary widely based on your specific client agreement.
Location
2355 E. Camelback Rd., Suite 900, Phoeniz, AZ, 85016
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
Brady is the Vice Chair of Omaha Venture Group, a community foundation, dedicating minimal time to strategic planning and facilitating meetings. Brady also owns Scopious Coaching, a life coaching business, taking a few hours per week to work with individuals and groups.
Employment History
Current Registrations
Sequoia Financial Group, L.L.C.
Previous Registrations
Cwm, LLC
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Execso
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 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.