Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Tully is an investment advisor representative at Strategic Wealth Management Group, a Registered Investment Advisor headquartered in New York, NY. Brendan holds the Series 7, Series 63, Series 24 and SIE licenses, and is also a Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). Brendan has been working in the financial services industry for over two decades, providing financial advice and investment management to individuals and families, corporations, charitable organizations, and pension and profit sharing plans. He has experience working with a wide range of clients, including high-net-worth individuals, and has a strong track record of success. Brendan is committed to providing his clients with personalized financial advice that meets their unique needs and goals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting
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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NY
04/21/2022 - Present
Strategic Wealth Management Group (NEW YORK NY)
OH
09/26/2018 - 05/12/2022
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
PA
12/08/2014 - 01/04/2018
HARTFORD FUNDS DISTRIBUTORS, LLC (WAYNE PA)
ME
03/24/2014 - 12/04/2014
RIDGEWORTH DISTRIBUTORS LLC (PORTLAND ME)
FL
06/11/2010 - 03/18/2014
EAGLE FUND DISTRIBUTORS, INC. (ST. PETERSBURG FL)
CT
12/01/2005 - 06/02/2010
LEGG MASON INVESTOR SERVICES, LLC (STAMFORD CT)
NY
12/13/2004 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/20/2002 - 11/30/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
07/06/2001 - 11/08/2002
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
IA
Issued 12/17/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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