Unclaimed Profile

Robert Eugene Brady

DAVIDSON INVESTMENT ADVISORS, INC.·GREAT FALLS, Montana

SIE, Series 7, Series 24, Series 63, Series 65Clean record23 years registeredDAVIDSON INVESTMENT ADVISORS, INC.

8 THIRD STREET NORTH, GREAT FALLS, MT 59401-3104CRD# 816738Firm CRD# 110552

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Eugene Brady · GREAT FALLS, MT

Registration

CRD #816738 · DAVIDSON INVESTMENT ADVISORS, INC. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DAVIDSON INVESTMENT ADVISORS, INC.

D.A. DAVIDSON & CO.

Mar 2007 – Oct 2022

OMAHA, NE

SMITH HAYES ADVISERS INC

Oct 2002 – Mar 2007

OMAHA, NE

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · October 7, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DAVIDSON INVESTMENT ADVISORS, INC.

CRD 110552 · SEC 801-10883

AUM

$4.8B

Regulatory assets under management

Employees

4,203 client accounts

Services offered by DAVIDSON INVESTMENT ADVISORS, INC.

Per Form ADV

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

View all advisors at DAVIDSON INVESTMENT ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Robert Eugene Brady offer?

Robert Eugene Brady specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory.

What are Robert Eugene Brady's credentials?

Robert Eugene Brady is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Eugene Brady located?

Robert Eugene Brady is based in GREAT FALLS, Montana, last registered with DAVIDSON INVESTMENT ADVISORS, INC..

How does Robert Eugene Brady charge for services?

Robert Eugene Brady's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DAVIDSON INVESTMENT ADVISORS, INC.?

DAVIDSON INVESTMENT ADVISORS, INC. has approximately 31 employees and manages $4.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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