John Brendel (CRD# 1804805) is an Investment Advisor Representative working at Brendel Financial Advisors LLC in Hanover, NH and has over 36 years of experience in the finance industry.
CRD# 4549814
Granite Value Capital, LLC
CRD# 4171657
Summit Wealth Group LLC
CRD# 5343486
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brendel Financial Advisors LLC | Hanover, NH | Nov 2017 - Current | 6 |
| Purshe Kaplan Sterling Investments, Inc. | Hanover, NH | Apr 2011 - Current | 13 |
| Brendel & Fisher Wealth Management, LLC | Hanover, NH | Apr 2011 - Oct 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1988 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1996 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NH
- TX
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Total Assets Under Management223MILLIONS
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Total Number of Accounts709ACCOUNTS
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Average Account Value$315,168
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, MA, NH, NY, TX, VT
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