Brian Brady
Advisor at Pathstone
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Pathstone
Location
Alexandria, VA 22314
Credentials
CFA®, Series 66
Industry experience
13 years
About
Brian Brady is a CFA® charterholder with 12 years of industry experience. He is currently an advisor at Pathstone, having joined the firm in 2023. Prior to Pathstone, he worked at UBS Financial Services Inc. for seven years and was involved with 510nano, Inc. for two years. Pathstone serves ultra-high-net-worth families, single-family offices, and institutional investors, offering multi-asset, manager-centric investment management alongside family-office services such as in-house accounting and fiduciary support. The firm emphasizes long-term, risk-aware portfolio construction across a diversified range of asset classes.
Client services
Based on Pathstone
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory
Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory
Expertise
Based on Pathstone
Tax-loss harvesting
ESG / Sustainable investing
Private / alternative investments
Wealth management
Business exit / sale strategy
Fee options
Fixed/flat fees for various Professional Services including accounting, tax compliance, family office structuring, wealth planning, risk management, and extended family office services.
Time & materials based on fixed/flat rate or fixed/flat fee for certain tax-related services.
Performance-based fees are negotiated on a case-by-case basis for qualified clients and may be charged at the Affiliated Fund level.
Account minimum: $10 million
Location
201 N Union St, Suite 300
Alexandria, VA 22314
Most active in
Brian B has reported serving >5 clients in these states in the last 12 months.
Virginia
Work history
Pathstone
2023 - Present (3 years)
UBS Financial Services Inc
2016 - 2023 (7 years)
510nano, Inc
2014 - 2016 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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