Brendan McConnell, financial advisor Berwyn PA

Brendan McConnell

CRD Number: 4278771
Current Firm: Brinker Capital Investments, LLC

Brendan McConnell (CRD# 4278771) is an Investment Advisor Representative working at Brinker Capital Investments, LLC in Berwyn, PA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Brinker Capital Investments, LLC Berwyn, PA Jun 2014 - Current 6
Brinker Capital Securities, LLC Berwyn, PA May 2000 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2001
S65 NASAA Investment Advisors Law Examination Jan 2001
Contact Info for Brendan P. McConnell
Phone Number: 610-407-5500
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    34,868
    MILLIONS
  • Total Number of Accounts
    95,918
    ACCOUNTS
  • Average Account Value
    $363,520
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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