Claim Profile
KB

Kieran Edward Brady

NEWPORT GROUP SECURITIES, INC.·LAKE MARY, Florida
Unclaimed Profile
300 PRIMERA BLVD., LAKE MARY, FL 32746CRD# 3202207Firm CRD# 29722
01

About

Kieran Edward Brady is a registered financial advisor based in LAKE MARY, Florida, affiliated with NEWPORT GROUP SECURITIES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
NEWPORT GROUP SECURITIES, INC.
NEWPORT GROUP SECURITIES, INC.
AUM
$23.0B
Regulatory assets under management
Employees
38
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 3202207
Firm CRD# 29722
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LAKE MARY?

Browse all registered financial advisors in LAKE MARY, Florida or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Kieran Edward Brady offer?
Kieran Edward Brady specializes in Investment Management, Wealth Management. Contact their office in LAKE MARY, Florida for a consultation.
What are Kieran Edward Brady's credentials?
Kieran Edward Brady is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kieran Edward Brady located?
Kieran Edward Brady is based in LAKE MARY, Florida, working with NEWPORT GROUP SECURITIES, INC.. Their office serves clients in the LAKE MARY metropolitan area and surrounding communities.
How does Kieran Edward Brady charge for services?
Kieran Edward 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 NEWPORT GROUP SECURITIES, INC.?
NEWPORT GROUP SECURITIES, INC. has approximately 38 employees and manages $23.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty