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Daniel Burton Brady

PLANNING CAPITAL MANAGEMENT CORP.·PAOLI, Pennsylvania
Clean record12 years registeredPLANNING CAPITAL MANAGEMENT CORP.
1500 E. LANCASTER AVE., PAOLI, PA 19301CRD# 6240339Firm CRD# 112994

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Burton Brady · PAOLI, PA
Registration
CRD #6240339 · PLANNING CAPITAL MANAGEMENT CORP. · 12 years registered
Brand Profile
Not yet started
01

Career History

WAVERLY ADVISORS, LLC
Dec 2024 – present
PLANNING CAPITAL MANAGEMENT CORP.
Mar 2014 – Feb 2025
PAOLI, PA
02

Registrations & Exams

Registration record
First registered · March 26, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PLANNING CAPITAL MANAGEMENT CORP.
CRD 112994 · SEC 801-117036
AUM
$313M
Regulatory assets under management
Employees
6
868 client accounts
Services offered by PLANNING CAPITAL MANAGEMENT CORP.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PLANNING CAPITAL MANAGEMENT CORP. →
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05

Frequently Asked Questions

What services does Daniel Burton Brady offer?
Daniel Burton Brady specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PAOLI, Pennsylvania for a consultation.
What are Daniel Burton Brady's credentials?
Daniel Burton Brady is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Burton Brady located?
Daniel Burton Brady is based in PAOLI, Pennsylvania, working with PLANNING CAPITAL MANAGEMENT CORP.. Their office serves clients in the PAOLI metropolitan area and surrounding communities.
How does Daniel Burton Brady charge for services?
Daniel Burton Brady's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PLANNING CAPITAL MANAGEMENT CORP.?
PLANNING CAPITAL MANAGEMENT CORP. has approximately 6 employees and manages $313M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PLANNING CAPITAL MANAGEMENT CORP.

Richard William Bell
PAOLI, PA

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