Thomas BrennanCRD Number: 7441126
Current Firm: Mcadam LLC
Thomas Brennan (CRD# 7441126) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has 1 year of experience in the finance industry.
Oppenheimer & Company Inc.
Lpl Financial LLC
Planning Capital Management Corp.
|Mcadam LLC||Boston, MA||Jun 2021 - Current||1|
|Ithaca College||Ithaca, NY||Aug 2017 - May 2021||3|
|Deli Central||Stony Point, NY||May 2019 - Aug 2020||1|
|Riggios Deli||Stony Point, NY||May 2018 - Aug 2018||< 1|
|Town Of West Haverstraw||Haverstraw, NY||May 2017 - Aug 2017||< 1|
|Milton Academy||Milton, MA||Aug 2014 - May 2017||2|
|Patsy's Bay Marina||Stony Point, NY||May 2016 - Aug 2016||< 1|
|North Rockland High School||Thiells, NY||Sep 2012 - Jun 2014||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2021|
Total Assets Under Management1,236MILLIONS
Total Number of Accounts6,645ACCOUNTS
Average Account Value$186,077
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, VA, VT, WA, WI, WV
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