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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 Maurice Reidy is an Investment Advisor Representative with Beacon Pointe Advisors, LLC. Brendan has been in the industry for over 20 years. He is currently registered with the state of North Carolina and is licensed to provide financial advice to individuals, businesses, investment companies and pooled investment vehicles. His experience spans a diverse range of firms, including UBS Financial Services Inc, Morgan Stanley and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Brendan has a deep understanding of the financial markets and is committed to providing his clients with personalized financial advice.
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.
Strategic management for diversified investment portfolios.
Consulting services
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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NC
03/22/2023 - Present
Beacon Pointe Advisors, LLC (Asheville NC)
CT
02/15/2012 - 05/11/2015
UBS FINANCIAL SERVICES INC. (STAMFORD CT)
CT
06/01/2009 - 02/27/2012
MORGAN STANLEY SMITH BARNEY (GREENWICH CT)
CT
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (GREENWICH CT)
CT
02/02/2007 - 04/02/2007
MORGAN STANLEY DW INC. (GREENWICH CT)
CT
04/10/2003 - 02/06/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (STAMFORD CT)
NY
01/03/2003 - 04/01/2003
FAHNESTOCK & CO. INC. (NEW YORK NY)
NY
06/06/2002 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
BOTH
Issued 05/12/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2015
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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