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Patricia Lynn Brady

PRINCIPLE WEALTH PARTNERS LLC·MADISON, Connecticut
Unclaimed Profile
670 BOSTON POST ROAD, MADISON, CT 06443CRD# 2330553Firm CRD# 290180
01

About

Patricia Lynn Brady is a registered financial advisor based in MADISON, Connecticut, affiliated with PRINCIPLE WEALTH PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PRINCIPLE WEALTH PARTNERS LLC
PRINCIPLE WEALTH
AUM
$2.2B
Regulatory assets under management
Employees
25
Total firm employees
View all advisors at PRINCIPLE WEALTH PARTNERS LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2330553
Firm CRD# 290180
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patricia Lynn Brady offer?
Patricia Lynn Brady specializes in Financial Planning, Investment Management. Contact their office in MADISON, Connecticut for a consultation.
What are Patricia Lynn Brady's credentials?
Patricia Lynn Brady is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patricia Lynn Brady located?
Patricia Lynn Brady is based in MADISON, Connecticut, working with PRINCIPLE WEALTH PARTNERS LLC. Their office serves clients in the MADISON metropolitan area and surrounding communities.
How does Patricia Lynn Brady charge for services?
Patricia Lynn Brady's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRINCIPLE WEALTH PARTNERS LLC?
PRINCIPLE WEALTH PARTNERS LLC has approximately 25 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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