BD
BD

Brendan Thomas Donlevy

2 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
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Location

1 Executive Court, Suite #5, South Barrington, IL, 60010

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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

Brendan is associated with VestGen Advisors, LLC, a Registered Investment Advisor. This activity takes nearly full-time hours.

Employment History
Current Registrations
Vestgen Advisors, LLC
November 2024 - Present · 1 yr 3 mos
Private Client Services, LLCBroker
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Osaic Wealth, INC.Broker
August 2024 - November 2024 · 3 mos
Osaic Advisory Services, LLC
November 2023 - November 2024 · 1 yr
Triad Advisors LLCBroker
January 2023 - August 2024 · 1 yr 7 mos
State Registrations1 state
IL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Brendan Thomas Donlevy - Financial Advisor | TrueAdvisor