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Brendan Vincent Grady

10 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
56 advisors
Number of Clients
4,407 clients
Average Client Portfolio
$145K average
Assets Under Management
$639.2M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

3980 Old Milton Parkway, Alpharetta, GA, 30005

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Brendan is an insurance agent for Grady Group, Inc. selling fixed insurance products and holds dinner seminars, dedicating about 10-20% of his time. He also owns rental property and is the President/Investment Advisor Representative for Clarity Financial Group, Inc., an RIA firm, spending nearly full-time hours there.

Employment History
Current Registrations
Gibbs Wealth Management, LLC
October 2022 - Present · 3 yrs 4 mos
Previous Registrations
Formula Folio Investments
January 2018 - December 2021 · 3 yrs 11 mos
Clarity Financial Group, INC.
December 2017 - October 2022 · 4 yrs 10 mos
Gradient Investments, LLC
November 2017 - April 2019 · 1 yr 5 mos
Questar Asset Management, INC.
November 2016 - October 2017 · 11 mos
Gradient Investments, LLC
November 2015 - June 2017 · 1 yr 7 mos
Grady Financial INC.
July 2015 - October 2016 · 1 yr 3 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.
Brendan Vincent Grady - Financial Advisor | TrueAdvisor