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BRADYCO FINANCIAL

· CRD 127204 · IAPD ↗ · bradycofinancial.com · (617) 945-1991

$176.7MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2025 — BRADYCO FINANCIAL (location n/a) is newly SEC-registered with $175.7M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.