Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Lutch is a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. located in Boston, MA. Brendan has been in the financial services industry since January 2021 and has a Series 7, Series 63, and Series 66 license. Brendan has experience with Fidelity Brokerage Services LLC and holds registrations in several states including Massachusetts, Connecticut, Florida, Maine, Maryland, New Hampshire, New Jersey, New York, Rhode Island, Texas, and Vermont. Brendan also has extensive experience in the financial sector with various roles including positions at Fidelity Investments, St. Sebastian's High School, Milton Hospital, Milton Public Works, Performance Builders, Sunbelt Rentals, and Max Ultimate Foods. Brendan Lutch specializes in providing a variety of advisory services, including performance measurement reports, allocation modeling, IPS, research reports and services, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
01/23/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOSTON MA)
NH
01/20/2021 - 10/19/2021
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 12/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/07/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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