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Jacqueline Valerie Brady

CANOPY INVESTMENT ADVISORS LLC·PLYMOUTH MEETING, Pennsylvania
SIE, Series 7, Series 63Clean 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
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CANOPY INVESTMENT ADVISORS LLC
CRD 156806 · SEC 801-72207
AUM
$130M
Regulatory assets under management
Employees
6
1 client accounts
Services offered by CANOPY INVESTMENT ADVISORS LLC
Per Form ADV
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at CANOPY INVESTMENT ADVISORS LLC →
Introduction

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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

Brent Cameron Morris
PLYMOUTH MEETING, PA

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