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Brent Mctaggart

29 Years of Experience
Red Bank, NJ
1 DisclosureBroker

Brent Mctaggart is a registered investment advisor at Wells Fargo Advisors, based in Red Bank, NJ, with 29 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

331 Newman Springs Road Building 3 Suite 330, [Satellite], Red Bank, NJ, 07701

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2000
Settled
Other Business Activities

Brent owns 100% of BMM Wealth Management Corp, dedicating full-time hours to it, and 90% of BMCTAGGERT GP, LLC, dedicating minimal time to it. Both businesses are investment-related.

Employment History
Current Registrations
Wells Fargo Advisors
May 2024 - Present · 2 yrs
Wells Fargo Advisors Financial Network, LLCBroker
May 2024 - Present · 2 yrs
Previous Registrations
Wells Fargo Advisors
June 2005 - May 2024 · 18 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
June 2005 - May 2024 · 18 yrs 11 mos
Banc of America Investment Services, INC.
October 2004 - June 2005 · 8 mos
Banc of America Investment Services, INC.Broker
October 2004 - June 2005 · 8 mos
Quick & Reilly, INC.
July 2004 - October 2004 · 3 mos
Quick & Reilly, INC.Broker
March 2002 - October 2004 · 2 yrs 7 mos
M. H. Meyerson & CO., INC.Broker
October 1998 - March 2002 · 3 yrs 5 mos
Patterson Travis, INC.Broker
June 1996 - November 1998 · 2 yrs 5 mos
State Registrations16 states
COCTDEFLGAMAMDMINCNJNYPASCTXVAWA
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.