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Brendan Lauder McEwan

RZH Advisors LLC

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About Brendan Lauder McEwan

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.

Firm Information

Brendan McEwan is currently registered with RZH Advisors LLC. RZH Advisors LLC is a registered investment advisor located in STAMFORD, CT. The firm manages $1.72 billion in assets for 1,438 clients. Their services include financial planning, selection of other advisers, and portfolio management for individuals and corporations. They primarily serve high-net-worth individuals and other individuals.
RZH Advisors LLC

ONE LANDMARK SQUARE

STAMFORD, CT 06901

$1.72B

Assets Under Management

Not reported

Total Clients

7

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 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Brendan McEwan’s Registration & Firm History

CT

10/19/2022 - Present

RZH Advisors LLC (STAMFORD CT)

CT

09/24/2010 - 02/07/2011

EDWARD JONES (NEW CANAAN CT)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brendan Lauder McEwan.
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