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Matthew Patrick Brennan

Investment Adviser Representative at Covenant Wealth Advisors

Reston, VACRD #4658620Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
22 yrs
Exams Passed
8

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Matthew Patrick Brennan is an investment adviser representative with Covenant Wealth Advisors in Reston, VA, where they have been registered since 2023. They have worked in the securities industry since 2004 and have been registered with 6 firms, including Acorn Financial Advisory Services, Inc. and Dominion Wealth Management, Inc. They have passed 7 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Texas and Virginia.

Office

1768 Business Center Drive, Suite 120
Reston, VA 20190

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas, Virginia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/24/2008
Series 66
Uniform Combined State Law Examination
Passed 8/11/2003
Series 7
General Securities Representative Examination
Passed 8/18/2022
Series 52
Municipal Securities Representative Examination
Passed 8/18/2022
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 7/22/2003
Series 24
General Securities Principal Examination
Passed 8/18/2022
Series 53
Municipal Securities Principal Examination
Passed 8/18/2022

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Covenant Wealth AdvisorsCurrent
12/4/2023 – Reston, VA
Acorn Financial Advisory Services, Inc.
3/5/2014 – 12/21/2023Reston, VA
Dominion Wealth Management, Inc.
9/25/2008 – 2/26/2014Reston, VA
Independent Financial Group, LLC
8/17/2010 – 9/22/2010Reston, VA
Legacy Advisors, LLC
1/26/2004 – 9/12/2005Mclean, VA
American Express Financial Advisors, Inc.
8/12/2003 – 12/9/2003Richmond, VA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. THE Strategic Financial Alliance, Inc.
    Mar 2014 – Dec 2023Atlanta, GA
  2. Acorn Financial Advisory Services, Inc.
    Feb 2014 – Dec 2023Reston, VA
  3. Acorn Financial Services, Inc.
    Mar 2014 – Dec 2023Reston, VA
  4. Covenant Wealth Advisors
    Dec 2023 – no end date reportedRichmond, VA

Official records & sources

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

About Covenant Wealth Advisors

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm account minimum
$1,000,000 (waivable)
Firm's annual rate schedule by assets
  • Maximum rate1.50%
  • Minimum rate0.40%

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

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit Sharing

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
12
Offices listed on AdvisorFinder:
3
Main office:
Richmond, VA
SEC file number:
801-114868

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of May 13, 2026

View full firm profile

Other advisors at Covenant Wealth Advisors

11 other advisors in the directory

View Covenant Wealth Advisors firm profile

Similar advisors in Reston, VA

Other advisors whose filed branch office is in the same city.

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. Matthew Patrick Brennan 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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