Simon Brady
Advisor at Anglia Advisors
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.
Advisor at Anglia Advisors
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.
Location
Valley Stream, NY 11581
Credentials
CFP®, Series 63
Industry experience
5 years
Simon Brady is a CFP® professional with four years of industry experience, currently serving as the sole advisor at Anglia Advisors. He previously worked at Origin Financial and has been with Anglia Advisors since 2013. Outside of his advisory role, Brady is a paid soccer referee and coach with the Long Island Soccer Referees Association. Anglia Advisors serves individual and household clients, focusing on younger professionals, recently divorced or widowed clients in that age group, and foreign nationals living in the U.S. The firm employs a primarily ETF- and fund-centered investment approach based on Modern Portfolio Theory, offering discretionary portfolio management alongside financial planning services, educational workshops, and specialized consultations for foreign nationals.
Based on Anglia Advisors
Based on Anglia Advisors
Single Sessions: $659 (2 hours) or $999 (3 hours); Foreign National Consultations: $999; Estate Planning: Will-based plan $799, Trust-based plan $1,299, Advanced Health Care Directive plan $179; Educational Workshops up to $9,500 per session.
$0 - $250,000: 1.25% $250,000 - $1,000,000: 1.00% $1,000,000+: 0.75%
Foundational Hourly Rate $299, Ongoing Hourly Rate $258 after 8 hours, minimum 3 hours billing.
Fee-only: Per Hour Financial Planning: Foundational Hourly Rate $299, Ongoing Hourly Rate $258, minimum 3 hours billing.
70 E Sunrise Highway, Suite 500
Valley Stream, NY 11581
New York
Origin Financial
2021 - 2021 (1 year)
Anglia Advisors
2013 - Present (13 years)
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