Brendan Detommaso (CRD# 7334913) is an Investment Advisor Representative working at Fidelis Investors, LLC in Cranford, NJ and has over 3 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelis Investors | Cranford, NJ | Aug 2020 - Current | 3 |
| Smith Graham Investment Advisors | New York City, NY | Jul 2017 - Aug 2020 | 3 |
| Five Mile Capital Partners | New York City, NY | Jun 2015 - Jul 2017 | 2 |
| Student | Princeton, NJ | Aug 2009 - Jun 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2021 |
- NJ
-
Total Assets Under Management879MILLIONS
-
Total Number of Accounts7ACCOUNTS
-
Average Account Value$125,561,239
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
NJ
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