Kyle J. Brady
Investment Adviser Representative at Thepartners Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kyle J. Brady is an investment adviser representative with Thepartners Wealth Management in Ponte Vedra Beach, FL, where they have been registered since 2025. They have worked in the securities industry since 2022 and have been registered with 3 firms, including Strategic Advisers LLC and Fidelity Personal and Workplace Advisors. They have passed 4 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 Florida.
Registrations & licenses
- Investment adviser:
- Florida
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.
- YMCAFeb 2017 – May 2018Ponte Vedra Beach, FL
- Ponte Vedra HIGH SchoolJul 2014 – Feb 2018Ponte Vedra Beach, FL
- Florida State UniversityMay 2018 – Jun 2019Tallahassee, FL
- THE Lodge AND CLUBJun 2019 – Aug 2019Ponte Vedra, FL
- Florida State UniversityAug 2019 – Feb 2020Tallahassee, FL
- Seminole Legacy GOLF CLUBFeb 2020 – Oct 2021Tallahassee, FL
- Ocean Pointe Financial ServicesMay 2021 – Jul 2021Ponte Vedra Beach, FL
- Florida State UniversityJul 2021 – May 2022Tallahassee, FL
- Fidelity InvestmentsJul 2022 – Aug 2025Jacksonville, FL
- Fidelity InvestmentsMar 2025 – Aug 2025Boston, MA
- ThePARTNERS Wealth ManagementAug 2025 – no end date reportedCarmel By The Sea, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Thepartners Wealth Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
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
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 36
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Carmel By The Sea, CA
- SEC file number:
- 801-122637
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 9, 2026
View full firm profileOther advisors at Thepartners Wealth Management
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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. Kyle J. Brady 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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