# RICHARD DEREK BRADY

RICHARD DEREK BRADY is an investment adviser representative (IAR) with state registration records since 2020, appearing at 4 firms. Currently registered with HELIOS FINANCIAL SERVICES, LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [HELIOS FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/339501) | 2026-04-22 | present | Yes |
| [FOUNDATIONS INVESTMENT ADVISORS LLC](https://search.stillhousedata.com/firm/175083) | 2024-02-08 | 2026-05-19 | — |
| [PORTSIDE WEALTH GROUP, LLC](https://search.stillhousedata.com/firm/325175) | 2023-04-25 | 2024-02-05 | — |
| [TOWNSQUARE CAPITAL, LLC](https://search.stillhousedata.com/firm/288576) | 2020-04-14 | 2023-06-23 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/7229552)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/7229552.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.