Steward Partners Investment Advisory
47yrs
Top advisor by experience in Lake Oswego
New
Mark Brady
Financial advisor at Park Avenue Securities
Mark Brady is a fiduciary financial advisor in Lake Oswego, Oregon, registered since Apr 2026. Mark joined Park Avenue Securities in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 548 advisors with offices in Lake Oswego, and one of 514 fiduciaries.
At a glance
ExperienceNew to the profession (since Apr 2026)
How that compares ?New to the profession
Office5 Centerpointe Drive Suite 220, Lake Oswego, OR 97035
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$230,599
Advisors at the firm1,909
States licensed ?1 state
Services through Park Avenue Securities
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Apr 2026 – nowPark Avenue Securities LLCCurrent firm
Questions to ask Mark
Tailored to Mark’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Mark
How do I contact Mark?
Call Park Avenue Securities at (888) 600-4667 and ask for Mark Brady. Mark works from the Lake Oswego, OR office.
How long has Mark been a financial advisor?
Mark is new to the profession, registered since Apr 2026, and holds 1 license.
What licenses does Mark hold?
Series 66. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Park Avenue Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mark 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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