Unclaimed
Brendan Lauder McEwan is a financial advisor registered with RZH Advisors LLC in Stamford, CT and Texas. Brendan holds the Series 65 and Series 66 licenses and has been working in the industry since 2010. Brendan works with high-net-worth individuals and corporations. Brendan is also a Certified Financial Planner.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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
10/19/2022 - Present
RZH Advisors LLC (STAMFORD CT)
CT
09/24/2010 - 02/07/2011
EDWARD JONES (NEW CANAAN CT)
IA
Issued 12/18/2013
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/08/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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