BB
BB
Brendan Birdsey
28 Years of Experience
New Haven, CT
3 DisclosuresBroker
Brendan Birdsey is a registered investment advisor at Wells Fargo Advisors, based in New Haven, CT, with 28 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
234 Church Street Suite 710 7th Fl, [Satellite], New Haven, CT, 06510
Get directionsHistory
Regulatory History (3)
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
October 2008Denied
Customer Dispute
October 2004Settled
Customer Dispute
March 2003Denied
Employment History
Current Registrations
Wells Fargo Advisors
July 2025 - Present · 1 yr 3 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2025 - Present · 1 yr 3 mos
Previous Registrations
Wells Fargo Advisors
July 2006 - July 2025 · 19 yrs
Wells Fargo Clearing Services, LLCBroker
July 2006 - July 2025 · 19 yrs
Morgan Stanley
May 1998 - July 2006 · 8 yrs 2 mos
Morgan Stanley Dw INC.Broker
October 1997 - July 2006 · 8 yrs 9 mos
State Registrations19 states
AKAZCACOCTFLHIINMAMONCNJNVNYPATNTXVAVT
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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