DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Scott Christopher Brady

Mainstay Capital Management, LLCindependent RIAGrand Blanc, MiIA-onlyIAPD 2748773

Certified Financial Planner

Feed of 09/14/2026

Also filed as Scott Brady

At current firm

1 y

since Jul 20, 2025

In the industry

30 y

since Jun 14, 1996 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Mainstay Capital Management, LLC independent RIA current
since Jul 20, 2025 · Grand Blanc, Mi
Apogee Wealth Management unclassified
Apr 3, 2024 to Nov 26, 2024 · Northville, Mi
Peace Of Mind Wealth Management former
Mar 1, 2022 to Dec 7, 2022 · Clarkston, Mi
Cg Advisory Services independent RIA
May 20, 2019 to Mar 9, 2022 · Lathrup Village, Mi
Cg Advisory Services independent RIA
Sep 24, 2010 to Jan 2, 2018 · Troy, Mi
Invest Financial Corporation former
Jan 22, 2010 to May 18, 2015 · Appleton, Wi

Moves

a registration end followed by a registration begin elsewhere

Apogee Wealth Management to Mainstay Capital Management, LLC
left Nov 26, 2024, registered Jul 20, 2025 (236 days) · Other
Peace Of Mind Wealth Management to Apogee Wealth Management
left Dec 7, 2022, registered Apr 3, 2024 (483 days) · Other
Cg Advisory Services to Peace Of Mind Wealth Management
left Mar 9, 2022, registered Mar 1, 2022 (-8 days) · RIA to a newly registered adviser
Invest Financial Corporation to Cg Advisory Services
left May 18, 2015, registered Sep 24, 2010 (-1697 days) · Other · moved with a team

Signals

Scott Christopher Brady left Apogee Wealth Management for Mainstay Capital Management, Llc (registered 2025-07-20)
Nov 26, 2024 · Advisor changed firm · fact
Scott Christopher Brady left Peace Of Mind Wealth Management for Apogee Wealth Management (registered 2024-04-03)
Dec 7, 2022 · Advisor changed firm · fact
Scott Christopher Brady left Cg Advisory Services for Peace Of Mind Wealth Management (registered 2022-03-01)
Mar 9, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 30derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address