James Edward Brady

Employer firm

Scope Wealth Management CRD 179534

$7.04M regulatory AUM 23 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

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

Current Employers

Scope Wealth Management

Denver, CO • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2026-03-11

CO RA
APPROVED

Since 2026-03-11

Branch Locations

Denver, CO • 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

Organization	City	State	From	To
Cbre	Denver	CO	01/2018	Present
Cushman & Wakefield	Denver	CO	02/2009	12/2017

01/2018 → Present

Cbre

Denver, CO
02/2009 → 12/2017

Cushman & Wakefield

Denver, CO

Other Businesses

Independent contractor with CBRE. The business is investment related, income-producing property sales. CBRE address is 1225 17th Street, Suite 3200, Denver, CO 802020. Investment sales real estate brokerage. I am a broker with the title of First Vice President. Started January 2018. 120 hrs/month. 100hrs/mo during trading hours. I represent office building owners in the disposition of their assets. Duties include marketing property for sale, generating buyer interest, negotiating offers and facilitating the due diligence and closing process. I maintain a Colorado Real Estate License.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-12-08

S65 Uniform Investment Adviser Law Examination

2025-12-08

View on SEC IAPD