About
Overview
BBB Accredited Since: 7/29/2021
Years in Business: 21
BBB Accreditation & Rating
About This Business
Michael Brady & Co. is an independent financial planning and investment management firm specializing in helping individuals and families confidently navigate their transition into retirement and beyond.
Photos and Videos
Business Details
- Local BBB:
- BBB Serving Greater Cleveland
- BBB File Opened:
- 3/1/2010
- Business Started:
- 6/1/2003
- Business Incorporated:
- 6/1/2003
- Type of Entity:
- Corporation
- Business Management:
- Mr. Michael Brady, President / CEO
Additional Contact Information
- Principal Contacts
- Mr. Michael Brady, President / CEO
- Customer Contacts
- Mr. Michael Brady, President / CEO
- Fax numbers
- Primary Fax: (866) 217-9609
- Additional Email Addresses
- Primary: Email this Business
Licensing information
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB records show a license number of CRD# 130093/SEC#: 801-112508 for this business, issued by U.S. Securities and Exchange Commission (SEC). The expiration date of this license is 12/31/2025.
U.S. Securities and Exchange Commission (SEC)
450 Fifth Street, NW
Washington DC 20549
Fax: (202) 9429634
WebsiteBBB records show a license number of CRD#: 1320686 for this business, issued by U.S. Securities and Exchange Commission (SEC). The expiration date of this license is 12/31/2025.
U.S. Securities and Exchange Commission (SEC)
450 Fifth Street, NW
Washington DC 20549
Fax: (202) 9429634
WebsiteBBB records show a license number of CRD#: 6132327 for this business, issued by U.S. Securities and Exchange Commission (SEC). The expiration date of this license is 12/31/2025.
U.S. Securities and Exchange Commission (SEC)
450 Fifth Street, NW
Washington DC 20549
Fax: (202) 9429634
WebsiteAdditional Information
- Other Resources
- Financial Industry Regulatory Authority (FINRA)
1700 K Street NW
Washington DC 20006
Phone Number: 301-590-6500
http://www.finra.org - Ohio Department of Commerce / Division of Financial Institutions
77 South High Street, 21st Floor
Columbus OH 43215
Phone Number: (614) 728-8400
Fax Number: 614-728-0380
http://www.com.ohio.gov/fiin
[email protected] - Ohio Department of Commerce / Division of Securities
77 S. High Street 22nd Floor
Columbus OH 44321
Phone Number: (614) 644-7381
http://www.com.ohio.gov/secu - U.S. Securities & Exchange Commission (SEC) / Chicago Regional Office
175 W. Jackson Boulevard, Suite 900
Chicago IL 60604
Phone Number: (312) 353-7390
http://www.sec.gov
[email protected] - Business Categories
- Financial Planning Consultants, Retirement Planning Services, Investment Management
More Resources
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