J.P. Morgan Securities
38yrs
Top advisor by experience in Valley Stream
11yrs
Simon Brady has worked in the financial industry for 11 years and is a financial advisor based in Valley Stream, New York. After less than a year at Origin Investment Advisory and less than a year at Raymond James Financial Services Advisors, Simon joined Anglia Advisors in 2021, a firm offering financial planning, investment management, and educational workshops. Simon holds the CFP® designation.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office70 E Sunrise Highway Suite 500, Valley Stream, NY 11581
FirmAnglia Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$354,545
States licensed ?1 state
Services through Anglia Advisors
Financial planningInvestment management for individuals and small businessesEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2021 – nowAnglia AdvisorsCurrent firm
- Jun 2021 – Aug 2021Origin Investment Advisory LLCPreviously
- Sep 2015 – Dec 2015
Contact Simon
Local office(929) 677-6774Ask for Simon. (646) 286-0290Main office 70 E Sunrise Highway Suite 500Valley Stream, NY 11581Office · Get directions Instagram pageAnglia Advisors
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Simon
Tailored to Simon’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Simon
How do I contact Simon?
Call Simon’s local office at (929) 677-6774 or the Anglia Advisors main office at (646) 286-0290, and ask for Simon Brady.
How long has Simon been a financial advisor?
Simon has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Simon hold?
Series 63. Tap any license on this page to see what it allows.
Is Simon a fiduciary?
Simon is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Simon paid?
Anglia Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Simon for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
LPL Financial
27yrs
Top 10% by experience in Valley Stream
J.P. Morgan Securities
26yrs
Top 9% by experience at J.P. Morgan Securities
Citizens Securities
25yrs
Top 19% by experience in Valley Stream
LPL Financial
24yrs
Top 24% by experience in Valley Stream
MML Investors Services
24yrs
More experience than 71% of advisors in Valley Stream