Brendan Tully (CRD# 4365969) is an Investment Advisor Representative working at Strategic Wealth Management Group in New York, NY and has over 22 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Strategic Wealth Management Group | New York, NY | Apr 2022 - Current | 2 |
| Touchstone Securities, Inc. | Cincinnati, OH | Sep 2018 - Apr 2022 | 3 |
| Western & Southern Financial Group | Cincinnati, OH | Sep 2018 - Apr 2022 | 3 |
| Unemployed | New York, NY | Jan 2018 - Sep 2018 | < 1 |
| Hartford Funds Distributors, LLC | Radnor, PA | Dec 2014 - Jan 2018 | 3 |
| Ridgeworth Capital Management, Inc. | New York, NY | Mar 2014 - Dec 2014 | < 1 |
| Ridgeworth Distributors, LLC | New York, NY | Mar 2014 - Dec 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2001 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2001 |
- NY
-
Total Assets Under Management668MILLIONS
-
Total Number of Accounts828ACCOUNTS
-
Average Account Value$806,459
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
CA, CT, FL, LA, NJ, NY, TX
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