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Brendan Mcbrien

32 Years of Experience
Melville, NY
1 DisclosureBroker

Brendan Mcbrien is a registered investment advisor at Wells Fargo Advisors, based in Melville, NY, with 32 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

401 Broadhollow Rd, Melville, NY, 11747

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History

Regulatory History (1)
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Customer Dispute
July 2002
Settled
Other Business Activities

Brendan has ownership stakes in FMRG Holdings, LTD, FMRG Holdings, LLC, Tack Wealth Management Inc., and AFCM Management Group LLC. He dedicates minimal time to each of these investment-related activities.

Employment History
Current Registrations
Wells Fargo Advisors
July 2005 - Present · 20 yrs 10 mos
Wells Fargo Advisors Financial Network, LLCBroker
September 2004 - Present · 21 yrs 8 mos
Previous Registrations
UBS Financial Services INC.Broker
September 2000 - October 2004 · 4 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1999 - September 2000 · 1 yr 6 mos
Essex National Securities, INC.Broker
October 1998 - March 1999 · 5 mos
Compass Investment Services CORP.Broker
September 1993 - September 1998 · 5 yrs
State Registrations28 states
AKAZCACOCTDEFLGAILINMAMDMEMIMNNCNDNHNJNVNYPARISCTXVAWAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Brendan Mcbrien - Financial Advisor | TrueAdvisor