Brendan Foley is a registered investment advisor at Wells Fargo Advisors, based in Cranbury, NJ, with 33 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B 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
1246 S River Rd, Ste 105, Cranbury, NJ, 08512
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brendan has 100% ownership of Brendan L. Foley, LLC and 50% ownership in both Old Orchard Capital, LLC and New Orchard Capital LLC, a real estate holding company. He also serves as trustee for Brendan L Foley LLC 401K and is a public notary for the state of New Jersey, dedicating minimal time to these activities.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
H&r Block Financial Advisors, INC.Broker
State Registrations29 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.