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Abbey Elizabeth Brennan

Acute Investment Advisory

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About Abbey Elizabeth Brennan

Abbey Elizabeth Brennan is a registered Investment Advisor Representative with Acute Investment Advisory. Abbey has been in the securities industry since July 2011 and has been with the current firm since December 2015. Previously, Abbey was employed with WELLS FARGO ADVISORS, LLC. Abbey holds the Series 66, Series 7, and SIE securities licenses and is registered to provide investment advice in Arizona. The firm, Acute Investment Advisory, provides a range of advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

Abbey Brennan is currently registered with Acute Investment Advisory. Acute Investment Advisory is an investment advisor based in Mesa, Arizona. The firm offers financial planning, portfolio management for individuals and businesses, and selection of other advisors. They manage approximately $222,628,418 in assets for 1,619 clients.
Acute Investment Advisory

4856 EAST BASELINE ROAD

MESA, AZ 85206

$222.63M

Assets Under Management

225

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees

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Abbey Brennan’s Registration & Firm History

AZ

10/21/2016 - Present

Acute Investment Advisory (MESA AZ)

AZ

07/19/2011 - 09/17/2015

WELLS FARGO ADVISORS, LLC (MESA AZ)

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Licenses & Designations

BOTH

Issued 11/14/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/17/2015

SIE - Securities Industry Essentials Examination

BC

Issued 07/18/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Abbey Elizabeth Brennan.
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