Brendan Michael McElroy
Investment Adviser Representative at Symmetry Partners
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brendan Michael Mcelroy is an investment adviser representative with Symmetry Partners in Holiday, FL, where they have been registered since 2025. They have worked in the securities industry since 2022 and have been registered with 3 firms, including Morgan Stanley and Fidelity Personal and Workplace Advisors. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Connecticut and Florida.
Registrations & licenses
- Investment adviser:
- Connecticut, Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Fidelity InvestmentSep 2021 – Nov 2022Smithfield, RI
- Twin River CasinoJul 2016 – Jul 2021Lincoln, RI
- Morgan StanleyJan 2025 – Sep 2025Tampa, FL
- Fidelity InvestmentsNov 2022 – Dec 2024Smithfield, RI
- Symmetry Partners, LLCSep 2025 – no end date reportedGlastonbury, FL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Symmetry Partners
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Other
- Firm account minimum
- $5,000 (waivable)
- Direct Client Tier 11.00%
- Direct Client Tier 20.75%
- Direct Client Tier 30.50%
- Axiom Platform Tier 10.35%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment solutions including Tax Alpha, Direct Indexing, Panoramic Mutual Funds & ETFs, and PrecisionCore ETF Models; advisor technology including a unified wealth platform with curated technology and expert support; and separately managed accounts (SMAs) and High-Net-Worth Tax Alpha solutions.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 21
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Glastonbury, CT
- SEC file number:
- 801-61342
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 29, 2026
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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 Michael McElroy 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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