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Adam Brady

7 Years of Experience
Rochester, NY
Broker

Adam Brady is a registered investment advisor at Morgan Stanley, based in Rochester, NY, with 7 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

300 Linden Oaks, Suite 200, Rochester, NY, 14625

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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 Activities

Adam is a board member of the Friends & Foundation of the Rochester Public Library since June 2023, spending minimal time on business development, fundraising, investment decisions, and marketing.

Employment History
Current Registrations
Morgan Stanley
October 2018 - Present · 7 yrs 7 mos
Morgan StanleyBroker
June 2018 - Present · 7 yrs 11 mos
State Registrations34 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Adam Brady - Financial Advisor | TrueAdvisor