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Sean Patrick Brady

Edelman Financial Engines

Camas, WA

CRD 2765006

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Employer firm

Edelman Financial Engines CRD 104510

$326B regulatory AUM 322,130 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-15
WA RA APPROVED 2025-08-15
  • TX RA
    APPROVED
    Since 2025-08-15
  • WA RA
    APPROVED
    Since 2025-08-15

Branch Locations

Camas, WA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fisher Investments Woodside CA 07/2011 05/2025
Edelman Financial Engines Santa Clara CA 08/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-08-31
S63 Uniform Securities Agent State Law Examination 1996-07-22
  • S65 Uniform Investment Adviser Law Examination
    2011-08-31
  • S63 Uniform Securities Agent State Law Examination
    1996-07-22
Other Names
  • Scan Patrick Brady

View on SEC IAPD

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