Matthew Thomas Brady

Employer firm

Advisor Share Wealth Management, LLC CRD 307997

$377M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
COMPREHENSIVE ASSET MANAGEMENT PLATFORM PROVIDER

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

Current Employers

Advisor Share Wealth Management, Llc

13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2023-04-27

IN RA
APPROVED

Since 2023-04-27

Branch Locations

Fort Wayne, IN • United States

13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • 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
Brady Benefits & Associates, Llc	Fort Wayne	IN	06/2011	Present

06/2011 → Present

Brady Benefits & Associates, Llc

Fort Wayne, IN

Other Businesses

Name of the Other Business: Brady Benefits & Associates, LLC Whether the business is Investment-Related: ?Yes ?No The address of the other business: 1731 Ruskin Ct. The nature of the other business: Employee Benefits Advisor including 401K & 403B, and Annuities Your Position/Title or relationship with the other business: President & CEO The start date of your relationship: 6/5/2011 The approximate number of hours/month you devote to the other business: 100 The number of hours you devote to the other business during securities trading hours: 80 Briefly describe your duties relating to the other business: Advise Businesses on Employee Benefits including 401K, 403B, Individual IUL's and Annuities

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-05-12

S65 Uniform Investment Adviser Law Examination

2021-05-12

View on SEC IAPD