Thomas Brennan, financial advisor Stony Point NY

Thomas Brennan

CRD Number: 7441126
Current Firm: Mcadam LLC

Thomas Brennan (CRD# 7441126) is an Investment Advisor Representative working at Mcadam LLC in Stony Point, NY and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
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
Fieldstone Secondary School Thiells, NY Sep 2010 - Jul 2012 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2021
Contact Info for Thomas J. Brennan
Phone Number: (888) 614-5323
Registered State(s):
  • MA
  • NY
By the Numbers
  • Total Assets Under Management
    1,236
    MILLIONS
  • Total Number of Accounts
    6,645
    ACCOUNTS
  • Average Account Value
    $186,077
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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

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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