Elizabeth Brady has been Partner & Wealth Manager of Avion Wealth since April 2016, is not listed as a control person, but directly owns between 5% and 10% of the firm. Elizabeth Brady holds a Bachelor of Arts in Economics from Texas A&M University.
Avion Wealth, LLC is a The Woodlands, TX firm with $985M under management, 300 clients and 8 advisers in one office, as of its August 2026 filing.
Elizabeth A. Brady is Partner & Wealth Manager of Avion Wealth. She joined Avion in 2012, works with clients to build plans that reflect their goals and values, and oversees the firm's financials, managing its fiscal activity and how it fits with strategic plans for the future.
- Avion WealthCurrent– present · 12 yearsThe Woodlands, TX · Adviser representative · Firm CRD 134242
Professional designations
Listed by Avion Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Elizabeth Brady is registered as an investment adviser representative in Texas, since January 2014.
- TexasSince 2 January 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 October 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Elizabeth Ann Brady
- CRD
- 6284248
- Firm
- Avion Wealth · CRD 134242
- Role
- Partner & Wealth Manager
- Office
- 2829 TECHNOLOGY FOREST BOULEVARD, SUITE 300, The Woodlands, TX 77381-3913
- Registration
- Investment adviser registration
- In the industry since
- January 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- avionwealth.com
Where does Elizabeth Brady work?
Elizabeth Brady has been Partner & Wealth Manager of Avion Wealth, LLC since April 2016.
Is Elizabeth Brady a financial advisor?
Yes. Elizabeth Brady has a current investment-adviser registration in Texas, through Avion Wealth since January 2014.
How many years of experience does Elizabeth Brady have?
Elizabeth Brady has 12 years in the financial industry, since January 2014, across 1 adviser firm.
What exams has Elizabeth Brady passed?
Elizabeth Brady passed the Series 65 in October 2013.
Where is Elizabeth Brady based?
Elizabeth Brady’s registered office is in The Woodlands, TX.
Is Elizabeth Brady registered with FINRA?
No. Elizabeth Brady has no current broker registration.
Is Elizabeth Brady a CFP?
Avion Wealth lists Elizabeth Brady with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Elizabeth Brady’s record?
Search CRD 6284248 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Elizabeth Brady’s full registration record.
