Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Fitzgerald is a Certified Financial Planner and an Investment Advisor Representative registered with Connecticut Wealth Management, LLC. Brendan is a highly experienced professional with over 10 years in the industry. Brendan has held positions at New England Guild Wealth Advisors, Inc. and New England Guild Wealth Advisors. Brendan is a specialist in Financial Planning and Portfolio Management. He holds Series 65 license, demonstrating his strong knowledge of the financial industry. Brendan's expertise and dedication to client service make him a valuable resource for individuals and families seeking financial guidance.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Assets under advisement
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CT
02/08/2023 - Present
Connecticut Wealth Management, LLC (FARMINGTON CT)
IA
Issued 06/13/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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