DB
CFP
DB
CFP

Darrelyn Brennan

26 Years of Experience
St. Louis, MO
Broker

Darrelyn Brennan is a CFP-designated registered investment advisor at Benjamin F. Edwards & Company, Incorporated, based in St. Louis, MO, with 26 years of industry experience. Darrelyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 30,126 clients with $16B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
488 advisors
Number of Clients
30,126 clients
Average Client Portfolio
$520K average
Assets Under Management
$15.7B

Fee Structure

Minimum Annual Fee:$125

BFE offers investment management through various programs. The fees are calculated as a percentage of the value of your account. The total fee you pay covers BFE's advisory services and, if applicable, the fees for portfolio management services. The maximum total fee is 2.50% annually, but BFE reserves the right to increase the total fee by five percent per calendar year. There is a minimum annual fee of $125 that applies to all BFE investment advisory accounts. Fees are negotiable and are charged quarterly in advance based on the average daily asset value of your account from the previous quarter.

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Location

One North Brentwood Boulevard, Suite 850, St. Louis, MO, 63105

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Darrelyn is the Interim Town Chair for the Town of Wappingers Democratic Committee, a local political committee. She dedicates a few hours per week to recruiting members, running meetings, and collecting signatures for candidates.

Employment History
Current Registrations
Benjamin F. Edwards & Company, INC.
May 2013 - Present · 13 yrs
Benjamin F. Edwards & Company, INC.Broker
May 2013 - Present · 13 yrs
Previous Registrations
Wells Fargo Advisors, LLCBroker
January 2008 - May 2013 · 5 yrs 4 mos
A. G. Edwards & Sons, INC.Broker
May 1999 - January 2008 · 8 yrs 8 mos
State Registrations38 states
AKALAZCACOCTDEFLGAIAILLAMAMDMEMIMNMONCNHNJNMNVNYOHORPARISCTNTXUTVAVTVirgin IslandsWAWIWV
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.
Darrelyn Brennan - Financial Advisor | TrueAdvisor