AdFi
BJ

Brendan John McPoyle

Investment Adviser Representative at PRINCETON GLOBAL ASSET MANAGEMENT LLC

Havertown, PACRD #4322013Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
25 yrs
States Registered
1 states
Exams Passed
7

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
New Jersey
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 10/21/2003
Series 63
Uniform Securities Agent State Law Examination
Passed 8/28/2002
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 55
Limited Representative-Equity Trader Exam
Passed 10/10/2001
Series 7
General Securities Representative Examination
Passed 2/2/2001
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 3/1/2006
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 2/18/2005

Approximate fees

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

Primary fee model
Assets Under Management (AUM)
Account minimum: $1,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Princeton Global Asset Management LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

PRINCETON GLOBAL ASSET MANAGEMENT LLCCurrent
6/10/2019 – Havertown, PA
AFFINITY WEALTH MANAGEMENT LLC
2/9/2018 – 6/12/2019Wilmington, DE
AFFINITY WEALTH MANAGEMENT LLC
5/2/2006 – 2/9/2018Wilmington, DE
CENTAURUS FINANCIAL, INC.
2/5/2009 – 10/3/2013Wilmington, DE
TD WATERHOUSE INVESTOR SERVICES, INC.
10/24/2003 – 4/21/2006King Of Prussia, PA

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at PRINCETON GLOBAL ASSET MANAGEMENT LLC

Showing 12 of 20 in the directory

Michael R Marsh
Investment Adviser Representative
Dual-registered
Marcell L Pickens Jr.
Investment Adviser Representative
Dual-registered
Brett Michael Shaver Mr.
Investment Adviser Representative
Dual-registered
Robert G Spadaford
Investment Adviser Representative
Dual-registered
Joseph Thomas Schreiner
Investment Adviser Representative
Investment Adviser Rep
Matthew Jordan Selihar
Investment Adviser Representative
Dual-registered
George Brailsford Wislar
Investment Adviser Representative
Dual-registered
Erica Susan Bullinger
Investment Adviser Representative
Dual-registered
Tara Conti Bansal
Investment Adviser Representative
Investment Adviser Rep
Matthew David Gelfand
Investment Adviser Representative
Dual-registered
Paul Jeffrey Gerard
Investment Adviser Representative
Dual-registered
Daniel John Hanley Jr
Investment Adviser Representative
Dual-registered
View PRINCETON GLOBAL ASSET MANAGEMENT LLC firm profile
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 John McPoyle 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.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched