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Daniel Burton Brady

PLANNING CAPITAL MANAGEMENT CORP.·PAOLI, Pennsylvania
Clean recordPLANNING 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Daniel Burton Brady is a registered financial advisor based in PAOLI, Pennsylvania, affiliated with PLANNING CAPITAL MANAGEMENT CORP.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PLANNING CAPITAL MANAGEMENT CORP.
PLANNING CAPITAL MANAGEMENT CORP.
AUM
$313M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at PLANNING CAPITAL MANAGEMENT CORP. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6240339
Firm CRD# 112994
View on FINRA BrokerCheck →

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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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Nearby cities in Pennsylvania
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Research
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