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Simon Brady

CFP®
Personal Finance, Retirement, Investing
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“Simon Brady, CFP® is a CERTIFIED FINANCIAL PLANNER™ and founder of Anglia Advisors, a fee-only RIA in New York that provides personal finance and investment management solutions to younger professionals and foreign nationals in the US.”
Firm:

Anglia Advisors

Job Title:

Founder, PRINCIPAL

Biography:

Simon is a CERTIFIED FINANCIAL PLANNER™, originally from the UK with extensive experience trading on Wall Street and as a financial advisor at the United Nations.

His firm, Anglia Advisors, is a New York Registered Investment Advisory (RIA) practice in Manhattan that provides personal finance and investment management solutions by means of a unique, interactive  and technology-based financial planning process. . 

Simon's particular specialty areas are younger professionals looking to build, secure and protect their personal financial futures as well as foreign nationals living and working in the US on visas and green cards and the particular planning issues they face.

Unlike most financial advisors, the firm has no minimum asset level for clients and always operates under the Fiduciary Standard, meaning that it is required to act in the clients' best interests at all times and deliver the best possible service with no conflicts of interest. This is always the sole basis for all recommendations in any engagement.

Retainer-based ongoing financial planning is our key offering but portfolio management only and hourly-based consultations are also available. 

Education:

BA, European Business Administration, Middlesex University, London
Diplôme d'Etudes Supérieures Européennes de Management, Reims Business School
CFP® Certification in Financial Planning, New York University School of Professional Studies

Assets Under Management:

$6 million

Fee Structure:

Fixed
Monthly
Asset-Based

CRD Number:

282832

Insurance License:

#None

Disclaimer:

Anglia Advisors is a New York-based Registered Investment Advisor. As such, the firm and its advisors act under the fiduciary standard at all times with all clients. Anglia Advisors is NOT permitted to offer direct tax advice, legal advice or medical advice, either domestic or international, and no firm communications of any kind (written, media, electronic or verbal) should ever be construed as such. The most recent copy of the firm's Form ADV is available upon request. Investments offered through Anglia Advisors. See all disclosures at https://www.angliaadvisors.com/disclosures/

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How do I find the right financial advisor for me?
100% of people found this answer helpful

Three things should be non-negotiable, before you start to filter through how you feel about the advisor:

- CFP® designation

- Fee-ONLY compensation (not commission-based, fee-based or fee + commission)

- A fiduciary (ask them outright if they are a fiduciary. If the answer is no, wrap it up and leave)

 

Do not even consider interviewing an advisor who does not fill ALL THREE of these criteria. The CFP Board website is a good place to start looking. 

 

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