Brendan McDonald, financial advisor Greenwood Village CO

Brendan McDonald

CRD Number: 2166623
Current Firm: Fidelity Personal And Workplace Advisors

Brendan McDonald (CRD# 2166623) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenwood Village, CO and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Greenwood Village, CO Jun 2021 - Current 2
Foreside Fund Services, LLC Denver, CO Dec 2020 - May 2021 < 1
Premier Investments, LLC Denver, CO Sep 2020 - May 2021 < 1
Hibernus Investments LLC Denver, CO Jan 2018 - Sep 2020 2
Touchstone Securities Cincinnati, OH Nov 2014 - Jan 2018 3
Wells Fargo Funds Management, LLC San Francisco, CA Jan 2010 - Nov 2014 4
Wells Fargo Funds Distributors San Francisco, CA Jan 2010 - Oct 2014 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2006
S63 Uniform Securities State Law Examination Jan 2021
Contact Info for Brendan J. McDonald
Phone Number: 617-563-7000
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    652,548
    MILLIONS
  • Total Number of Accounts
    1,712,247
    ACCOUNTS
  • Average Account Value
    $381,106
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, VT, WA, WI, WV, WY

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