Brendan Michael Mcelroy

Symmetry Partners

3 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Symmetry Partners

Compensation

Fee-Only (AUM)

Firm Size

18 advisors

Number of Clients

10,451 clients

Average Client Portfolio

$547K average

Assets Under Management

$5.7B

Fee Structure

Minimum Investment:$5K

Financial Planning:Included in AUM fee

Location

4050 West Boy Scout Boulevard, Tampa, FL, 33607

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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.

Employment History

Current Registrations

Symmetry Partners

September 2025 - Present · 5 mos

Previous Registrations

Morgan Stanley

January 2025 - September 2025 · 8 mos

Morgan StanleyBroker

January 2025 - September 2025 · 8 mos

Fidelity Personal and Workplace Advisors

February 2023 - January 2025 · 1 yr 11 mos

Fidelity Brokerage Services LLCBroker

March 2022 - January 2025 · 2 yrs 10 mos

State Registrations2 states

CTFL

Advisor

Exams

No exam information available for this advisor.