Brendan Vincent Grady
Investment Adviser Representative at Gibbs Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brendan Vincent Grady is an investment adviser representative with Gibbs Wealth Management, LLC in Pineville, NC, where they have been registered since 2022. They have worked in the securities industry since 2015 and have been registered with 6 firms, including Clarity Financial Group, Inc. and Formula Folio Investments. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in North Carolina.
Registrations & licenses
- Investment adviser:
- North Carolina
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.
- Gradient Investments, LLCJul 2015 – Nov 2016Arden Hills, MN
- Grady Group Inc.Oct 2007 – no end date reportedPineville, NC
- Questar Asset ManagementNov 2016 – Oct 2017Minneapolis, MN
- Clarity Financial Group, Inc.Oct 2017 – Oct 2022Charlotte, NC
- Gradient Investments, LLCNov 2017 – Apr 2019Arden Hills, MN
- FormulaFoliosJan 2018 – Mar 2021Grand Rapids, MI
- Gibbs Wealth Management, LLCOct 2022 – no end date reportedAlpharetta, GA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Gibbs Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $25,000 (waivable)
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
Retirement planning focused on safety of principal, reasonable rate of return, and simplified strategies; active wealth management including portfolio analysis, tax planning in retirement, and ongoing annual financial reviews; educational seminars; and assets under management (AUM) services.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 68
- Offices listed on AdvisorFinder:
- 37
- Main office:
- Alpharetta, GA
- SEC file number:
- 801-123227
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 28, 2026
View full firm profileOther advisors at Gibbs Wealth Management, LLC
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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. Brendan Vincent Grady 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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