Conner Brady
Conner Brady is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Harrisburg, PA, with 5 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
Harrisburg, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Conner owns CJB Sales LLC, works as an advisory representative of a RIA, coaches for East Pennsboro School District, works at Sheetz, is an IAR at Brady Planning, and is a W2 employee at UPMC. These activities take up a significant amount of Conner's time, including full-time roles at CIRA, Brady Planning, and UPMC.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations6 states
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