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Michael Brady

12 Years of Experience
Buffalo, NY
Sells Insurance

Michael Brady is a registered investment advisor at Clarity Advisors, based in Buffalo, NY, with 12 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 80 clients with $5.8M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
80 clients
Average Client Portfolio
$73K average
Assets Under Management
$5.8M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Buffalo, NY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Michael is an insurance agent selling insurance since 2015, dedicating a few hours per week to this activity. He is also the Director of Sales and Strategic Partnerships at Maus Software, LLC, a strategic planning software company, dedicating a few hours per week.

Employment History
Current Registrations
Clarity Advisors
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Primerica Advisors
August 2021 - July 2024 · 2 yrs 11 mos
PFS Investments INC.Broker
January 2014 - July 2024 · 10 yrs 6 mos
State Registrations1 state
NY
Advisor

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
No exam information available for this advisor.