Brennan Collins, financial advisor Springfield MA
88 score

Brennan Collins

CRD Number: 6413149
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Brennan Collins (CRD# 6413149) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Springfield, MA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Springfield, MA Jan 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Springfield, MA Oct 2014 - Current 2
Bank Of New York Mellon Wealth Management Boston, MA Nov 2013 - Oct 2014 < 1
Bank Of New York Mellon Wealth Management Boston, MA Jul 2011 - Nov 2013 2
Bank Of New York Mellon Wealth Management Boston, MA Jul 2010 - Jul 2011 1
State Street Bank Investment Services Boston, MA Dec 2007 - Jul 2010 2
Colt Insurance Agency Pittsfield, MA May 2007 - Dec 2007 < 1
College Of The Holy Cross Worcester, MA Oct 2004 - May 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2015
Contact Info for Brennan Collins
Phone Number: 800-637-7455
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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