DB
CFP
DB
CFP

Darrelyn Brennan

27 Years of Experience
Hamden, CT
Broker

Darrelyn Brennan is a CFP-designated registered investment advisor at Benjamin F. Edwards & Company, Incorporated, based in Hamden, CT, with 27 years of industry experience. Darrelyn is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 33,057 clients with $19B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
519 advisors
Number of Clients
33,057 clients
Average Client Portfolio
$572K average
Assets Under Management
$18.9B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Minimum Annual Fee:$125
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum total wrap fee is 2.50% annually, combining advisor and manager fees. Specific strategy rates vary, and fees are fully negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2321 Whitney Avenue, Suite 502, Hamden, CT, 06518

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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 5 mos
Benjamin F. Edwards & Company, Incorporated
May 2013 - Present · 13 yrs 5 mos
Benjamin F. Edwards & Company, INC.Broker
May 2013 - Present · 13 yrs 5 mos
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.
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