Melody Brady has been an investment adviser representative at Forefront Wealth Partners since March 2025, and is not listed among the firm’s executive officers or direct owners. Melody Brady holds an MBA.
Forefront Wealth Partners, LLC is an Austin, TX firm with $240M under management, 572 clients and 7 advisers across 6 offices, as of its September 2026 filing.
Melody Brady is Wealth CFO at Forefront Wealth Partners. Brady works with ambitious women, including entrepreneurs, business leaders and professionals, on financial decisions. Brady's work also covers optimizing investments, structuring business finances, minimizing taxes and planning for the next generation.
Melody Brady’s longest registration was 9 years at Cuso Financial Services, L.P. (2014–2023). Before joining Forefront Wealth Partners in 2025, Melody Brady was registered through Xypn Invest and Beechmont Financial.
- Calton & Associates, Inc.Also current– present · 1 yearAdviser representative and broker · Firm CRD 20999
- NectarineAlso current– present · 1 yearWorthington, OH · Adviser representative · Firm CRD 327155
- Xypn Invest– · 1 yearWorthington, OH · Adviser representative · Firm CRD 285967
- Beechmont Financial– · under a yearColumbus, OH · Adviser representative · Firm CRD 327587
- Cuso Financial Services, L.P.– · 9 yearsAustin, TX · Adviser representative · Firm CRD 42132
- Charles Schwab & Co., Inc.– · under a yearAustin, TX · Adviser representative · Firm CRD 5393
Professional designations
Listed by Forefront Wealth Partners
- CFP®
Investment adviser representative registrations
Melody Brady is registered as an investment adviser representative in 2 states. Each was approved in January 2025.
- OhioSince 14 January 2025
- TexasSince 13 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 31 October 2013 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 July 2011 |
| Series 7 | General Securities Representative Examination | 24 July 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 5917151
- Firm
- Forefront Wealth Partners · CRD 308521
- Office
- 431 W Liberty Street, #160, Medina, OH 44256
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2011
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- forefrontwealthpartners.com
Where does Melody Brady work?
Melody Brady is an investment adviser representative registered through Forefront Wealth Partners, LLC since March 2025, and is not listed among the firm’s executive officers or direct owners.
Is Melody Brady a financial advisor?
Yes. Melody Brady has a current investment-adviser registration in Ohio and Texas, through Forefront Wealth Partners since March 2025.
How many years of experience does Melody Brady have?
Melody Brady has 15 years in the financial industry, since August 2011, across 7 adviser firms.
What exams has Melody Brady passed?
Melody Brady has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in July 2011. FINRA credited Melody Brady with the SIE, which began in October 2018.
Where did Melody Brady work before Forefront Wealth Partners?
Before Forefront Wealth Partners, Melody Brady was registered through Beechmont Financial, January 2024 to April 2024; Cuso Financial Services, L.P., September 2014 to December 2023; Charles Schwab & Co., Inc., November 2013 to September 2014.
Where is Melody Brady based?
Melody Brady’s registered office is in Medina, OH.
Is Melody Brady registered with FINRA?
Yes. Melody Brady has a current broker registration, under CRD 5917151.
Source: FINRA BrokerCheck
Is Melody Brady a CFP?
Forefront Wealth Partners lists Melody Brady with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Melody Brady’s record?
Search CRD 5917151 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Melody Brady’s full registration record.
