David Brodie
Financial advisor at Brodie Wealth Management · Cary, NC
Last updated 2026-10-10
Claim your profileDavid Brodie is a financial advisor at Brodie Wealth Management in Cary, NC, CRD 7979565. Licenses and exams on the registration: Series 66. IAPD registration began 2025-05-16.
Registration
- CRD number
- 7979565
- Registration status
- Active
- IAPD registration
- 2025-05-16
- Industry Experience
- 1 year
- Work Experience
- 20 years
- States registered
- NC
Licenses and exams
- Series 66
Work history
- 2017-10 to 2018-08 · Telecoach Group · Caledon
- 2025-02 to 2025-07 · Osaic Wealth · Scottsdale, AZ
- 2025-05 to 2025-06 · Osaic Advisory Services · Atlanta, GA
- 2006-05 to 2017-10 · Mars Canada Inc · Bolton
- 2018-08 to Present · Brodie Cpa PLLC · Cary, NC
Current employment
- Brodie Wealth Management · Cary, NC
About
David Brodie is a financial advisor at Brodie Wealth Management in Cary, NC. Reported securities licenses include Series 66. The latest record indicates 1 year of industry experience and 20 years of reported work history. Reported roles include Brodie Cpa PLLC, Osaic Wealth, Osaic Advisory Services, Telecoach Group.
SEC disclosures list additional business and community activities: Brodie Cpa Pllc Cpa Firm 2500 Regency Parkway Cary Nc 27518 Principal 20hrs/week.
Location
2500 Regency Parkway, Cary, NC 27518
Official record
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