Advisor at First Command Advisory Services
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
First Command Advisory Services
Location
Chaumont, NY
Credentials
Series 66
Industry experience
5 years
Hannah Brady is a financial advisor at First Command Advisory Services with five years of industry experience. She holds a Series 66 designation and has worked at First Command and related entities since 2020. Prior to that, she was employed at the DOD Community Bank operated by Bank of America. First Command serves a diverse client base including individual, high-net-worth, corporate, and charitable clients through a multi-service platform that features financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led, face-to-face financial coaching and offers structured engagements with written plans and ongoing progress meetings.
Based on First Command Advisory Services
$0 - $250,000: 1.30% $250,001 - $500,000: 1.15% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% over $2,000,000+: 0.50%
Commissions apply to brokerage and insurance products purchased through affiliated broker-dealer and insurance agencies.
Account minimum: $20,000 Minimum fee: Financial planning fees through Tailored Professional Services (TPS) generally range from $750 to $3,000, negotiable. Fee-only: Tailored Professional Services financial planning fees from $750 to $3,000.
Chaumont, NY
New York
First Command Advisory Services
2020 - Present (6 years)
First Command Insurance Services
2020 - Present (6 years)
First Command Financial Planning
2020 - Present (6 years)
First Command Financial Planning, Inc.
2020 - 2020 (1 year)
Unemployed
2019 - 2020 (1 year)
DOD Community Bank Operated by Bank of America
2017 - 2019 (2 years)
Unemployed
2017 - 2017 (1 year)
Walgreens
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
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.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Sackets Harbor, NY
Rock Ridge Wealth LLC
Series 63
Watertown, NY
Ameritas Advisory Services, LLC
Series 66
Watertown, NY
Hightower Advisors
Series 63, Series 66
Watertown, NY
Hightower Advisors
Series 63, Series 65
Watertown, NY
First Command Advisory Services
ChFC®, Series 63, Series 65
Watertown, NY
Vicus Capital, Inc.
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