Abbey Brennan, financial advisor Mesa AZ

Abbey Brennan

CRD Number: 5102728
Current Firm: Acute Investment Advisory

Abbey Brennan (CRD# 5102728) is an Investment Advisor Representative working at Acute Investment Advisory in Mesa, AZ and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Acute Investment Advisory Mesa, AZ Dec 2015 - Current 8
Wells Fargo Advisors LLC Mesa, AZ May 2010 - Sep 2015 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Abbey E. Brennan
Phone Number: 480-620-6907
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    223
    MILLIONS
  • Total Number of Accounts
    1,619
    ACCOUNTS
  • Average Account Value
    $137,510
Compensation Options
  • A percentage of assets under your management
  • Other
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)
Types of Clients
Registered States

AZ, CO, LA, TX

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