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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+)
BS

Brendan Sheehan

Alabama·CRD #7860905
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
BS

Brendan Silva

Alabama·CRD #6622263
Dual-registered

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

Experience
8 yrs
States
53
Exams
3
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
BS

Brendan Skarda

California·CRD #7858285
Dual-registered

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

Experience
2 yrs
States
29
Exams
3
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
BS

Brendan Smith

Alabama·CRD #7126734
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
5 yrs
States
17
Exams
4
Since
2021
Est. fee
AUM / Hourly / Flat Fee
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BS

Brendan Smith

Pennsylvania·CRD #7750910
IA Rep

Investment Adviser Rep at SEI INVESTMENTS MANAGEMENT CORP

Experience
2 yrs
States
1
Exams
1
Since
2024
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$25.0M
View profile
BS

Brendan S Perry

Alabama·CRD #7964807
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
BT

Brendan T Estes

Michigan·CRD #7561168
Dual-registered

Dual-registered at CG ADVISORY SERVICES

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$5k
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BT

Brendan Thomas Colleran

Alabama·CRD #7952922
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
2 yrs
States
15
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee
View profile
BT

Brendan Thomas Donlevy

Illinois·CRD #6958581
Dual-registered

Dual-registered at VESTGEN ADVISORS, LLC

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM / Hourly / Flat Fee
View profile
BT

Brendan Thomas McMahon

Alabama·CRD #7242967
Dual-registered

Dual-registered at NORTHERN TRUST INVESTMENTS, INCORPORATED

Experience
6 yrs
States
53
Exams
5
Since
2020
Est. fee
AUM / Flat Fee / Performance-based / Other
View profile
BT

Brendan Thomas Mullooly

New Jersey·CRD #6328392
IA Rep

Investment Adviser Rep at MULLOOLY ASSET MANAGEMENT, INC.

Experience
12 yrs
States
1
Exams
1
Since
2014
Est. fee
AUM / Flat Fee
Minimum
$250k
View profile
BT

Brendan Thomas O'Connor

Alaska·CRD #1352287
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
41 yrs
States
29
Exams
6
Since
1985
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BT

Brendan T O'Connor

California·CRD #5519783
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
17 yrs
States
2
Exams
5
Since
2009
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BT

Brendan Todd Oconnor

Alabama·CRD #7149050
Dual-registered

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

Experience
6 yrs
States
53
Exams
5
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
BT

Brendan Turelli

Arizona·CRD #6771027
Dual-registered

Dual-registered at CENTAURUS FINANCIAL, INC.

Experience
9 yrs
States
14
Exams
5
Since
2017
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
BV

Brendan Vincent Grady

North Carolina·CRD #6523992
IA Rep

Investment Adviser Rep at GIBBS WEALTH MANAGEMENT, LLC

Experience
11 yrs
States
1
Exams
1
Since
2015
Est. fee
AUM
Minimum
$25k
View profile
BW

Brendan Wagner

California·CRD #6216809
Dual-registered

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

Experience
9 yrs
States
6
Exams
3
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
BW

Brendan Walter Gybbon Spilsbury

Massachusetts·CRD #7204492
IA Rep

Investment Adviser Rep at BEACON POINTE ADVISORS, LLC

Experience
6 yrs
States
2
Exams
1
Since
2020
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
BW

Brendan Wanek

Alabama·CRD #6948046
Dual-registered

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

Experience
6 yrs
States
53
Exams
3
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
BW

Brendan Ward Kennedy

Alabama·CRD #7991787
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
BW

Brendan Whiteman

Alabama·CRD #7744637
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
2 yrs
States
37
Exams
3
Since
2024
Est. fee
AUM / Flat Fee
View profile
BW

Brendan William Halleron

California·CRD #6070122
Dual-registered

Dual-registered at AFFIANCE FINANCIAL LLC

Experience
8 yrs
States
5
Exams
3
Since
2018
Fee
AUM / Flat Fee
Minimum
$250k
View profile
BW

Brendan William Tully

New York·CRD #4365969
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
23 yrs
States
1
Exams
5
Since
2003
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
BW

Brendan William Van Cleve

California·CRD #4957502
Dual-registered

Dual-registered at LIDO

Experience
21 yrs
States
1
Exams
3
Since
2005
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
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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