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Kevin Michael Brady

LONG RUN WEALTH ADVISORS, LLC·LAKE PLACID, New York
SIE, Series 3, Series 7, Series 24, Series 55, Series 63, Series 66CFPCFAClean record7 years registeredLONG RUN WEALTH ADVISORS, LLC
55 BARN ROAD, LAKE PLACID, NY 12946CRD# 2512891Firm CRD# 311415

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kevin Michael Brady · LAKE PLACID, NY
Registration
CRD #2512891 · LONG RUN WEALTH ADVISORS, LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

MERCER GLOBAL ADVISORS INC.
Jan 2026 – present
LONG RUN WEALTH ADVISORS, LLC
Mar 2021 – Mar 2026
LAKE PLACID, NY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Jul 2019 – Dec 2020
LAKE PLACID, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 24
Series 55
Series 63
Series 66
Registration record
First registered · July 17, 2019
Years registered · 7
Professional designations · CFP, CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LONG RUN WEALTH ADVISORS, LLC
CRD 311415 · SEC 801-119953
AUM
$442M
Regulatory assets under management
Employees
9
2,033 client accounts
Services offered by LONG RUN WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LONG RUN WEALTH ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Kevin Michael Brady offer?
Kevin Michael Brady specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKE PLACID, New York for a consultation.
What are Kevin Michael Brady's credentials?
Kevin Michael Brady holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Kevin Michael Brady located?
Kevin Michael Brady is based in LAKE PLACID, New York, working with LONG RUN WEALTH ADVISORS, LLC. Their office serves clients in the LAKE PLACID metropolitan area and surrounding communities.
How does Kevin Michael Brady charge for services?
Kevin Michael 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 LONG RUN WEALTH ADVISORS, LLC?
LONG RUN WEALTH ADVISORS, LLC has approximately 9 employees and manages $442M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LONG RUN WEALTH ADVISORS, LLC

Charles Gale Cowan
LAKE PLACID, NY
Lynn Marie Magnus
LAKE PLACID, NY

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