Simon Brady
Anglia Advisors · Valley Stream, New York
Simon Brady is a fee-only financial advisor at Anglia Advisors in Valley Stream, New York, who holds the CFP credential. Anglia Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Anglia Advisors |
|---|---|
| Based in | Valley Stream, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $39M across 50 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 4521633 |
| Exams passed | Series 63 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | simonbrady.substack.com |
| Profile |
How Simon's firm compares
- Anglia Advisors's average account is about $780,000, from its Form ADV (assets managed divided by 50 accounts).
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Questions about Simon
Is Simon Brady a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Simon holds no broker registration, and Anglia Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Simon charge for financial advice?
Simon's firm, Anglia Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Simon Brady based?
Simon Brady is based in Valley Stream, New York.
What credentials does Simon Brady hold?
Simon Brady holds the CFP credential.
Is Simon Brady registered with the SEC?
Yes. Simon Brady is registered as an investment adviser representative in NY (CRD 4521633), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Anglia Advisors manage?
Anglia Advisors reports $39M across 50 accounts in assets under management.
How do I contact Simon Brady?
Through Simon's website, simonbrady.substack.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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