Shelby Taylor Brady

Employer firm

Gwn Securities Inc. CRD 128929

$4.75B regulatory AUM 54 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 01/2014 → 02/2018
  Royal Pet Mortuary
  Culver City, CA
• 04/2018 → 06/2018
  Robert Half Staffing
  Schaumurg, IL
• 06/2018 → 01/2022
  American Healthcare Capital
  Marina Del Rey, CA
• 11/2021 → Present
  La Wealth Management
  Hermosa Beach, CA
• 11/2021 → Present
  Gwn Securities
  Palm Beach Gardens, FL

Other Businesses

LA Insurance POSITION: Insurance Salesperson | NATURE: Insurance Sales| COMPENSATION TYPE: commissions | INVESTMENT RELATED: yes| NUMBER OF HOURS: 5 | SECURITIES TRADING HOURS: 0 | START DATE: June 2022 | ADDRESS OF OBA: 803 Winview Dr Greensboro NC 27410| DESCRIPTION OF YOUR DUTIES: I sell life insurance to clients who are in need of coverage. LA Wealth Management POSITION: Operations manager | NATURE: Investment Management and Financial Advice| COMPENSATION TYPE: Salary | INVESTMENT RELATED: Yes | NUMBER OF HOURS: 160| SECURITIES TRADING HOURS: 0| START DATE: 1/1/2021| ADDRESS OF OBA: 832 Hermosa Ave, Hermosa Beach CA 90254 | DESCRIPTION OF YOUR DUTIES: Worked with clients on service tasks and opened new business accounts at the direction of the advisor. Completed operations tasks.

Exams

• S66 Uniform Combined State Law Examination
  2026-02-19

Other Names

• Shelby Taylor Cottey-Mccrory