Mary Brennan, financial advisor Encinitas CA

Mary Brennan

CRD Number: 5716708
Current Firm: Stone Steps Financial, LLC

Mary Brennan (CRD# 5716708) is an Investment Advisor Representative working at Stone Steps Financial, LLC in Encinitas, CA and has over 14 years of experience in the finance industry. Mary Brennan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Mark Richards, financial advisor Encinitas CA
Mark W. Richards
CRD# 2730478
Madison Avenue Securities, LLC
Similar Advisors
Kevin Christensen, financial advisor Encinitas CA
Kevin D. Christensen
CRD# 5621865
Lpl Financial LLC
Similar Advisors
Paul Lim, financial advisor Encinitas CA
Paul S. Lim
CRD# 5084834
The Wealth Consulting Group
Professional Designations
Company Name Location Dates Years
Stone Steps Financial, LLC Encinitas, CA Aug 2019 - Current 4
Dowling & Yanke, LLC San Diego, CA Jul 2015 - Jul 2019 4
Woods Real Estate Services San Diego, CA Apr 2013 - Jun 2015 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2009
Contact Info for Mary E. Brennan
Phone Number: 760-456-7147
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.