Brendan Mcbrien
Brendan Mcbrien is a registered investment advisor at Wells Fargo Advisors, based in Melville, NY, with 32 years of industry experience. Brendan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
401 Broadhollow Rd, Melville, NY, 11747
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2002Other 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
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Essex National Securities, INC.Broker
Compass Investment Services CORP.Broker
State Registrations28 states
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
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