This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

SAVVY

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 7, 1992earliest registration or exam on IAPD

Years in industry

34derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66|S63

First exam

Aug 7, 1992

First registration

Feb 26, 2019

Dual registered

no

Other names

DANIEL MICHAEL BRADY|Daniel Brady

IAPD individual key

2172300

• Occurred

  Jan 19, 2023
  Advisor changed firm

  Daniel M Brady left Gladstone Wealth Partners for Savvy (registered 2022-09-27)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1b7805bb-9b6e-0df8-6c77-ae4bd1c28ded

First observed

Feb 26, 2019

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.