Chris Brady
Managing Director, Business Development Officer
KAR: 2025
B.S., Finance, The University of Tampa, Sykes College of Business
- Director of Custodial Referrals – RWA Wealth Partners
- VP & Wealth Advisor – Clarendon Private
- VP, Financial Consultant – Fidelity Investments
- Financial Consultant – Fidelity Investments
Series 7, 63, 65
What Do You Enjoy Most About Your Job?
I enjoy helping our clients with financial complexity and collaborating with the KAR team to bring unique solutions to solve problems. I’m passionate about building relationships with our clients, business partners and the team here at KAR. It’s a privilege to help people accomplish their goals and improve their financial lives.
What Do You Enjoy Most About Working at KARWA?
I’m surrounded by an experienced team of people that genuinely care about what they do and who they do it for. Partnering with some of the best asset managers and wealth advisors in the industry is a constant reminder of the talented team here at KAR. It’s a pleasure and an honor to be part of this team!
What Are You Involved in Outside of Work?
Outside of work you can usually find me at a hockey rink, golf course, ski mountain or the beach. I recently joined the Lovell Volunteer Fire Department as a firefighter and enjoy giving back to our local community.
How Does KARWA Approach Wealth Management Differently?
KAR has a commitment to providing the highest quality wealth management solutions and dynamic financial planning capabilities to our clients. I’m continuously impressed with the dedication and collaborative approach to servicing those that have entrusted us with their hard-earned savings.
If you have any questions regarding a particular professional’s credentials or for more information regarding each credential’s requirements and qualifications, please contact KAR to receive a copy of your professional’s Form ADV Part 2B.
This information is being provided by KAR for illustrative purposes only. Information contained on this site is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date of the material, and KAR does not undertake to update the information presented should it change. This information is based on KAR’s opinions at the time of the publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein. The information provided here should not be considered to be insurance, legal, or tax advice and all investors should consult their insurance, legal, and tax professionals about the specifics of their own insurance, estate, and tax situations to determine any proper course of action for them. KAR does not provide insurance, legal, or tax advice, and information presented here may not be true or applicable for all investor situations. Additional information about KAR’s services and fees may be found in KAR’s Part 2A of Form ADV, which is available upon request or can be found at https://kayne.com/wp-content/uploads/ADV-Part-2A.pdf.