Welcome
Founded in 2010, Broidy Wealth Advisors dedicates itself to a holistic wealth management approach.
Having started in the brokerage business in 1996, Mr. Broidy has competencies in all facets of the wealth management space. From 1996 until 2010 he has worked as a Financial Advisor with Smith Barney, Salomon Smith Barney, Merrill Lynch, and Bank of America/Merrill Lynch. Over the course of those 14 years, he maintained licensure which has permitted him to act as a Sales Assistant, Wealth Management Advisor, and Branch Office Supervisor.
With this broad range of experience and the current difficult operating environment on Wall Street, it seemed an optimal time to create an independent firm. A bespoke wealth advisory and management firm that puts the client/advisor relationship at the forefront of all planning efforts. Serving primarily high net worth individuals and families, Mr. Broidy commits to only maintaining 30 total relationships; this insures that clients, their needs, and the needs of their families always receive the focus and attention they deserve.
Now in his fifteenth year in the industry Mr. Broidy has experienced and navigated exceptionally positive and negative market cycles – with this experience and relative youth he looks forward to working with you. Currently, Broidy Wealth Advisors is accepting clients in the United States and Europe
BROIDY WEALTH ADVISORS is currently registered to do business in: California, Massachusetts, New Jersey, New York, Rhode Island, South Carolina, Texas and Washington D.C.
Having started in the brokerage business in 1996, Mr. Broidy has competencies in all facets of the wealth management space. From 1996 until 2010 he has worked as a Financial Advisor with Smith Barney, Salomon Smith Barney, Merrill Lynch, and Bank of America/Merrill Lynch. Over the course of those 14 years, he maintained licensure which has permitted him to act as a Sales Assistant, Wealth Management Advisor, and Branch Office Supervisor.
With this broad range of experience and the current difficult operating environment on Wall Street, it seemed an optimal time to create an independent firm. A bespoke wealth advisory and management firm that puts the client/advisor relationship at the forefront of all planning efforts. Serving primarily high net worth individuals and families, Mr. Broidy commits to only maintaining 30 total relationships; this insures that clients, their needs, and the needs of their families always receive the focus and attention they deserve.Now in his fifteenth year in the industry Mr. Broidy has experienced and navigated exceptionally positive and negative market cycles – with this experience and relative youth he looks forward to working with you. Currently, Broidy Wealth Advisors is accepting clients in the United States and Europe
BROIDY WEALTH ADVISORS is currently registered to do business in: California, Massachusetts, New Jersey, New York, Rhode Island, South Carolina, Texas and Washington D.C.
