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Brendan Shea Bayron

Foundations Investment Advisors LLC

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About Brendan Shea Bayron

Brendan Shea Bayron is an Investment Advisor Representative with Foundations Investment Advisors LLC. Brendan has been in the industry for over 1 year. Brendan is registered with the state of Massachusetts. Brendan is licensed to provide financial planning services. Brendan also has licenses in both Series 66 and Series 7TO examinations. Brendan’s previous experience includes roles at Equity Services, Inc., Cetera Advisor Networks LLC, and Voya Financial Advisors, Inc.

Firm Information

Brendan Bayron is currently registered with Foundations Investment Advisors LLC. Foundations Investment Advisors LLC is an investment advisory firm located in Phoenix, AZ. With over $6.7 billion in regulatory assets under management, the firm provides financial planning, educational seminars, and portfolio management services to individuals, high-net-worth individuals, and corporations. The firm is registered with the SEC and has a team of 187 licensed agents and investment advisor representatives.
Foundations Investment Advisors LLC

4050 E. COTTON CENTER BLVD.

PHOENIX, AZ 85040

$6.71B

Assets Under Management

Not reported

Total Clients

203

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brendan Bayron’s Registration & Firm History

AZ

12/13/2022 - Present

Foundations Investment Advisors LLC (PHOENIX AZ)

MA

06/29/2022 - 11/04/2022

EQUITY SERVICES, INC. (BRIGHTON MA)

WA

06/09/2021 - 01/07/2022

CETERA ADVISOR NETWORKS LLC (BELLEVUE WA)

WA

02/23/2021 - 06/09/2021

VOYA FINANCIAL ADVISORS, INC. (BELLEVUE WA)

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Licenses & Designations

BOTH

Issued 04/05/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/23/2021

Series 7TO - General Securities Representative Examination

BC

Issued 01/15/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brendan Shea Bayron.
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