Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Michael Cunningham is a registered representative with Cerity Partners LLC. Brendan has been in the industry since June 2018 and is currently registered in New York and Texas. Brendan has passed the Uniform Securities Agent State Law Examination and the Uniform Investment Adviser Law Examination. Brendan has experience with various aspects of the financial industry including roles with Silver Lane Advisors, Raymond James & Associates, RCA Community Ambulance, and Cerity Partners LLC. Brendan focuses on working with high net worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high net worth clients. Brendan and Cerity Partners LLC provide services such as financial planning, pension consulting, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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.
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; bill pay
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.
1
2
NY
09/25/2024 - Present
Cerity Partners LLC (NEW YORK NY)
Active
Inactive
Not sure Brendan Cunningham is the right advisor for you? Invested Better is here to help.
