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Brendan Edward McCarthy

Investment Adviser Representative at EAGLE STRATEGIES LLC

Burlington, MACRD #4254839Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
23 yrs
States Registered
22 states
Exams Passed
4

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 22 states
ArizonaCaliforniaColoradoConnecticutDistrict of ColumbiaFloridaHawaiiIllinoisMaineMarylandMassachusettsMississippiMissouriNew HampshireNew JerseyNew YorkNorth CarolinaPennsylvaniaRhode IslandSouth CarolinaVirginiaWisconsin
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/26/2021
Series 63
Uniform Securities Agent State Law Examination
Passed 12/8/2005
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 11/14/2003

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Eagle Strategies LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

EAGLE STRATEGIES LLCCurrent
8/10/2021Burlington, MA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brendan Edward McCarthy has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Brendan Edward McCarthy - Financial Advisor in Burlington, MA | AdvisorFinder