Scott Robert Brady

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2004 → 05/2018
  Tfs Securities, Inc.
  Lincroft, NJ
• 05/2001 → Present
  Associated Financial Planners
  Manasquan, NJ
• 05/2018 → 11/2024
  The Investment Center Inc
  Spring Lake Heights, NJ
• 05/2018 → 11/2024
  Ic Advisory Services Inc
  Manasquan, NJ
• 11/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 11/2024 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2018-05-02 → 2024-11-19
  Ic Advisory Services, Inc.
  Spring Lake Heights, NJ
  Bedminster, NJ
• 2007-05-22 → 2018-05-16
  World Investments, Llc
  Spring Lake Heights, NJ
  Manasquan, NJ
  Lincroft, NJ

Other Businesses

1. SCOTT BRADY - ASSOCIATED FINANCIAL PLANNERS, LLC, 419 State Route 71, Spring Lake Heights NJ 07762, United States, 11/15/2024, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 10/MO - 10/Trading 2. CARMIE BRADY FOUNDATION, INC, PO Box 91, Manasquan NJ 08736, United States, 11/15/2024, Treasurer, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 5/MO - 0/Trading 3. SCOTT BRADY, 419 State Route 71, Spring Lake Heights NJ 07762, United States, 11/15/2024, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 5/MO - 5/Trading 4. SRB PROPERTIES, LLC, 419 State Route 71, Spring Lake Heights NJ 07762, United States, 11/15/2024, Owner, Real Estate, NIR, 2/MO - 0/Trading 5. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 11/2024

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-09-15

Designations

• Certified Financial Planner