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Michael Steven Brady

GENEVA ADVISORS, LLC·CHICAGO, Illinois
SIE, Series 27, Series 99TOClean recordGENEVA ADVISORS, LLC
181 W. MADISON ST, CHICAGO, IL 60602-4690CRD# 5980704Firm CRD# 121629

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Steven Brady · CHICAGO, IL
Registration
CRD #5980704 · GENEVA ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 27
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
GENEVA ADVISORS, LLC
CRD 121629 · SEC 801-61890
AUM
$7.9B
Regulatory assets under management
Employees
101
14,090 client accounts
Services offered by GENEVA ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at GENEVA ADVISORS, LLC →
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Frequently Asked Questions

What services does Michael Steven Brady offer?
Michael Steven Brady specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Michael Steven Brady's credentials?
Michael Steven Brady is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Steven Brady located?
Michael Steven Brady is based in CHICAGO, Illinois, working with GENEVA ADVISORS, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Michael Steven Brady charge for services?
Michael Steven 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 GENEVA ADVISORS, LLC?
GENEVA ADVISORS, LLC has approximately 101 employees and manages $7.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GENEVA ADVISORS, LLC

Daniel Philip Delany
CHICAGO, IL
CFA
Gordon C Scott
CHICAGO, IL
Katherine M Brown
CHICAGO, IL
Chad Starkovich
CHICAGO, IL
Jon Scot Tyson
CHICAGO, IL
Bruce Lawrence Klein
CHICAGO, IL
CFA

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Nearby cities in Illinois
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Research
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