Brady Lee Nolan
Investment Adviser Representative at Advice AND Planning Services
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brady Lee Nolan is an investment adviser representative with Advice and Planning Services in Dublin, OH, where they have been registered since 2023. They have worked in the securities industry since 2022 and were previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Ohio.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Ohio
- Broker:
7 states and territories
Indiana, Kentucky, Michigan, Ohio, Pennsylvania, Tennessee, West Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- AmazonAug 2020 – Jun 2022Upper Arlington, OH
- LowesJun 2020 – Sep 2020Wapakoneta, OH
- JBCAB Berne LLC dba McDonaldsMay 2019 – Dec 2019St Marys, OH
- SpeedwayJun 2018 – Mar 2019Westerville, OH
- Towne ParkJun 2018 – Jun 2018Lima, OH
- Spencerville High SchoolMar 2011 – Jun 2018Spencerville, OH
- Northwestern Mutual Life Insurance CompanyMay 2021 – Aug 2022Milwaukee, WI
- Northwestern Mutual Investment Services LLCApr 2021 – Aug 2022Columbus, OH
- Varsity TutorsFeb 2022 – Aug 2022Columbus, OH
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2022 – Sep 2023Columbus, OH
- Ohio State UniversityJan 2020 – May 2020Lima, OH
- Ohio State UniversityAug 2021 – Jan 2022Columbus, OH
- Capital UniversityAug 2018 – Apr 2019Bexley, OH
- Ohio State UniversityAug 2019 – May 2022Columbus, OH
- Bank of America N.A.Sep 2022 – Sep 2023Columbus, OH
- TIAAOct 2023 – no end date reportedDublin, OH
- Tiaa-cref Individual & Institutional Services, LLCOct 2023 – no end date reportedDublin, OH
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Advice AND Planning Services
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Other
- Firm account minimum
- $5,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 1,648
- Offices listed on AdvisorFinder:
- 26
- Main office:
- New York, NY
- SEC file number:
- 801-63550
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 6, 2026
View full firm profileOther advisors at Advice AND Planning Services
Showing 12 of 1,648 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brady Lee Nolan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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