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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Lawrence Hungerford is a financial advisor at Cresset Asset Management, LLC. Brendan has been in the industry since 2015, and has a strong track record of success in providing financial advice to individuals, families, and businesses. Brendan holds a Series 7, Series 11, and Series 66 license, and is also a Chartered Financial Analyst. Brendan is committed to helping clients achieve their financial goals, and is known for his personalized approach and comprehensive financial planning expertise. Prior to joining Cresset Asset Management, Brendan worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Mercer Allied Company, L.P.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
07/06/2022 - Present
Cresset Asset Management, LLC (CHICAGO IL)
GA
07/01/2019 - 06/29/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
NY
07/27/2015 - 08/10/2017
MERCER ALLIED COMPANY, L.P. (LATHAM NY)
BOTH
Issued 08/09/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/27/2015
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
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