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Brendan Raad McShane

Pickwick Capital Partners, LLC

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About Brendan Raad McShane

Brendan Raad McShane is a financial professional associated with Pickwick Capital Partners, LLC. Brendan holds the Series 63, Series 82TO, and SIE licenses, and is registered to conduct business in California, Connecticut, Florida, New York, and Texas. Brendan has been in the securities industry since January 30, 2024.

Firm Information

Brendan McShane is currently registered with Pickwick Capital Partners, LLC. Pickwick Capital Partners, LLC is a Limited Liability Company formed in August 2007. The firm is registered with the SEC and 43 states.

Not reported

Assets Under Management

Not reported

Total Clients

107

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.

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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Brendan McShane’s Registration & Firm History

NY

01/31/2024 - Present

Pickwick Capital Partners, LLC (WHITE PLAINS NY)

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Licenses & Designations

BC

Issued 02/06/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/31/2024

Series 82TO - Limited Representative-Private Securities Offerings

BC

Issued 10/26/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brendan Raad McShane.
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