BH
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Brennan Henry

2 Years of Experience
Trumbull, CT
Broker

Brennan Henry is a registered investment advisor at Pgim Investments LLC, based in Trumbull, CT, with 2 years of industry experience. Brennan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 44 clients with $340B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
71 advisors
IM Fee
Planning only
Assets Under Management
$344.8B

Fee Structure

Minimum Investment:None
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

Trumbull, CT

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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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Employment History
Current Registrations
Prudential Investment Management Services LLC
July 2025 - Present · 1 yr 3 mos
Pgim Investments LLC
July 2025 - Present · 1 yr 3 mos
Prudential Investment Management Services LLCBroker
July 2025 - Present · 1 yr 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2024 - July 2025 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2024 - July 2025 · 1 yr 3 mos
State Registrations30 states
ARAZCACOCTFLIAIDILINKSMAMDMIMNMTNENJNMNVOKORSDTNTXUTVAWAWIWY
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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