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Jacqueline Valerie Brady

CANOPY INVESTMENT ADVISORS LLC·PLYMOUTH MEETING, Pennsylvania
Clean recordCANOPY INVESTMENT ADVISORS LLC
630 WEST GERMANTOWN PIKE, PLYMOUTH MEETING, PA 19462CRD# 2559023Firm CRD# 156806

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jacqueline Valerie Brady · PLYMOUTH MEETING, PA
Registration
CRD #2559023 · CANOPY INVESTMENT ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jacqueline Valerie Brady is a registered financial advisor based in PLYMOUTH MEETING, Pennsylvania, affiliated with CANOPY INVESTMENT ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
CANOPY INVESTMENT ADVISORS LLC
CANOPY INVESTMENT ADVISORS
AUM
$130M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at CANOPY INVESTMENT ADVISORS LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2559023
Firm CRD# 156806
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jacqueline Valerie Brady offer?
Jacqueline Valerie Brady specializes in Retirement Planning, Wealth Management. Contact their office in PLYMOUTH MEETING, Pennsylvania for a consultation.
What are Jacqueline Valerie Brady's credentials?
Jacqueline Valerie Brady is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jacqueline Valerie Brady located?
Jacqueline Valerie Brady is based in PLYMOUTH MEETING, Pennsylvania, working with CANOPY INVESTMENT ADVISORS LLC. Their office serves clients in the PLYMOUTH MEETING metropolitan area and surrounding communities.
How does Jacqueline Valerie Brady charge for services?
Jacqueline Valerie Brady's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CANOPY INVESTMENT ADVISORS LLC?
CANOPY INVESTMENT ADVISORS LLC has approximately 6 employees and manages $130M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CANOPY INVESTMENT ADVISORS LLC

Margaret Strait Blakey
PLYMOUTH MEETING, PA
Brent Cameron Morris
PLYMOUTH MEETING, PA

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Research
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