Simon Brady is a CFP-designated registered investment advisor at Anglia Advisors, based in Valley Stream, NY, with 4 years of industry experience. Simon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 110 clients with $39M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Anglia Advisors manages investment portfolios for a fee based on the average daily balance each month. The fee is calculated as a percentage of the assets managed. The percentage decreases as the value of your portfolio increases. Cash in checking or cash reserve accounts is not subject to any fees.
Contact
Simon Brady
Location
70 E Sunrise Highway, Suite 500, Valley Stream, NY, 11581
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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.
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Simon works full-time as a bank/credit union associate and investment adviser representative. He also coaches soccer for about 10-20% of his time.
Employment History
Current Registrations
Anglia Advisors
Previous Registrations
Origin Financial
Raymond James Financial Services Advisors, INC
State Registrations1 state
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.
Exams