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Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
BJ

Brendan James Clancy

Arizona·CRD #6335205
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
10 yrs
States
22
Exams
3
Since
2016
Est. fee
AUM / Commission / Flat Fee
View profile
BJ

Brendan James Decerbo

Alabama·CRD #5922415
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
11 yrs
States
53
Exams
3
Since
2015
Est. fee
AUM / Commission / Flat Fee
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BJ

Brendan James Fraleigh

California·CRD #7652093
IA Rep

Investment Adviser Rep at MOMENT PRIVATE WEALTH

Experience
3 yrs
States
1
Exams
1
Since
2023
Est. fee
AUM / Flat Fee
Minimum
$500k
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BJ

Brendan James Gallagher

Alabama·CRD #6815515
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
8 yrs
States
52
Exams
3
Since
2018
Est. fee
AUM / Commission / Flat Fee
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BJ

Brendan James Hunt

California·CRD #7066405
Dual-registered

Dual-registered at HANTZ FINANCIAL SERVICES, INC.

Experience
7 yrs
States
10
Exams
3
Since
2019
Est. fee
AUM / Hourly / Flat Fee / Performance-based
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BJ

Brendan James McCabe

Pennsylvania·CRD #6977529
Dual-registered

Dual-registered at SEI INVESTMENTS MANAGEMENT CORP

Experience
8 yrs
States
1
Exams
4
Since
2018
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$25.0M
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BJ

Brendan James McCauley

Alabama·CRD #6819874
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
9 yrs
States
37
Exams
3
Since
2017
Est. fee
AUM / Commission / Flat Fee
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BJ

Brendan James Petty

Alabama·CRD #5793181
IA Rep

Investment Adviser Rep at TRANSAMERICA RETIREMENT ADVISORS, LLC

Experience
16 yrs
States
52
Exams
5
Since
2010
Est. fee
AUM / Flat Fee
Minimum
$2.0M
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BJ

Brendan James Remus

Florida·CRD #7460488
Dual-registered

Dual-registered at ALPHASTAR CAPITAL MANAGEMENT

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee
View profile
BJ

Brendan James Trossen

Arizona·CRD #4853134
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
22 yrs
States
14
Exams
3
Since
2004
Est. fee
AUM / Commission / Flat Fee
View profile
BJ

Brendan J Jorgensen

Alabama·CRD #8194136
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

States
53
Exams
3
Since
2026
Est. fee
AUM / Commission / Flat Fee
View profile
BJ

Brendan J Lynch

Alaska·CRD #5918356
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
13 yrs
States
33
Exams
3
Since
2013
Est. fee
AUM / Commission / Flat Fee
View profile
BJ

Brendan J Lyons

Virginia·CRD #7268892
IA Rep

Investment Adviser Rep at WEST FINANCIAL SERVICES, INC.

Experience
2 yrs
States
1
Exams
1
Since
2024
Fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
BJ

Brendan J McKenna

Alabama·CRD #5369597
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
16 yrs
States
41
Exams
5
Since
2010
Est. fee
AUM / Commission / Flat Fee
View profile
BJ

Brendan J Mitchell

Alaska·CRD #6638946
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
10 yrs
States
47
Exams
3
Since
2016
Est. fee
AUM / Commission / Flat Fee
View profile
BJ

Brendan John Guilday

Alabama·CRD #5943771
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
14 yrs
States
37
Exams
3
Since
2012
Est. fee
AUM / Commission / Flat Fee
View profile
BJ

Brendan John McPoyle

New Jersey·CRD #4322013
Dual-registered

Dual-registered at PRINCETON GLOBAL ASSET MANAGEMENT LLC

Experience
25 yrs
States
1
Exams
7
Since
2001
Est. fee
AUM / Flat Fee
Minimum
$1.0M
View profile
BJ

Brendan John O'Brien

Connecticut·CRD #3125421
Dual-registered

Dual-registered at GOLD COAST WEALTH MANAGEMENT, LLC

Experience
20 yrs
States
5
Exams
6
Since
2006
Est. fee
AUM / Performance-based
Minimum
$1.0M
View profile
BJ

Brendan Jonathan Porter

Alabama·CRD #7946461
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
2 yrs
States
53
Exams
3
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
BJ

Brendan Jones-Williams

Arkansas·CRD #7904856
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
1 yrs
States
9
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
BJ

Brendan Joseph Kelly

Michigan·CRD #8245833
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

States
1
Exams
3
Since
2026
Est. fee
AUM / Commission / Flat Fee
View profile
BJ

Brendan Joseph Smith

Alaska·CRD #6442885
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
8 yrs
States
40
Exams
3
Since
2018
Est. fee
AUM / Flat Fee
View profile
BJ

Brendan J Taylor

New York·CRD #7183763
IA Rep

Investment Adviser Rep at SHIELD WEALTH ADVISORS

Experience
4 yrs
States
1
Exams
1
Since
2022
Est. fee
AUM / Hourly
Minimum
$100k
View profile
BK

Brendan Kernkamp Leavey

Arizona·CRD #730149
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
44 yrs
States
20
Exams
5
Since
1982
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

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