Mayflower Advisors
47yrs
Top advisor by experience at Mayflower Advisors
7yrs
Daniel Brady
Full name on record: Daniel Robert Brady
Financial advisor at Cibc Private Wealth Advisors
Daniel Brady has worked in the financial industry for 7 years and is a financial advisor based in Boston, Massachusetts. Daniel has been with Cibc Private Wealth Advisors since 2022. Daniel’s designations include CFA and CFP®.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office100 Federal Street, 37th Floor, Boston, MA 02110
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$5.51 million
Advisors at the firm173
States licensed ?1 state
Services through Cibc Private Wealth Advisors
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFACFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2022 – nowCibc Private Wealth Advisors, Inc.Current firm
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Daniel
How do I contact Daniel?
Call Cibc Private Wealth Advisors at 312-368-7700 and ask for Daniel Brady. Daniel works from the Boston, MA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Daniel hold?
Series 63. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Daniel paid?
Cibc Private Wealth Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Daniel 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.
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