Daniel M Brady

Employer firm

Savvy CRD 318493

$5.00B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 11/2016 → 01/2018
  Chardan Capital Markets
  New York, NY
• 01/2018 → 01/2018
  Ladenburg Thalmann & Co., Inc
  New York, NY
• 02/2018 → 11/2018
  T3 Trading Group, Llc
  New York, NY
• 11/2018 → 04/2021
  Morgan Stanley
  Purchase, NY
• 12/2018 → 04/2021
  Morgan Stanley Private Bank, N.A
  New York, NY
• 04/2021 → 08/2022
  Gladstone Wealth Partners
  Purchase, NY
• 08/2022 → Present
  Savvy Advisors, Inc.
  New York, NY

Previous Registrations

• 2021-04-08 → 2023-01-19
  Gladstone Wealth Partners
  Palm Beach Gardens, FL
  Purchase, NY
• 2019-02-26 → 2021-03-24
  Morgan Stanley
  Purchase, NY

Exams

• S66 Uniform Combined State Law Examination
  2019-02-26
• S63 Uniform Securities Agent State Law Examination
  1992-08-07

Other Names

• Daniel Michael Brady
• Daniel Brady