Kevin Brennan, financial advisor New York NY
63 score

Kevin Brennan

CRD Number: 3009014
Current Firm: Andrew Garrett, Inc.

Kevin Brennan (CRD# 3009014) is an Investment Advisor Representative working at Andrew Garrett, Inc. in New York, NY and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Andrew Garrett, Inc. New York, NY Aug 2008 - Current 8
New Castle Financial Group Inc. Melville, NY Feb 2006 - Aug 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S66 NASAA Uniform Combined State Law Examination Jun 2014
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Kevin P. Brennan
Phone Number: 212-682-8833
Registered State(s):
  • SC
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
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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