Unclaimed
Brendan Webb is a financial advisor currently registered with Campbell Lutyens & Co. Inc. Brendan has been in the industry since 2007 and has extensive experience with firms like Credit Suisse Securities (USA) LLC, Stifel, Nicolaus & Company, Incorporated, Barclays Capital Inc., and Morgan Stanley. Brendan holds the Series 7, Series 63, Series 79TO and SIE licenses. Brendan's registration is active in all 50 states and the District of Columbia.
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.
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.
1
2
NY
10/24/2023 - Present
Campbell Lutyens & Co. Inc. (NEW YORK NY)
NY
06/07/2021 - 11/17/2023
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
MA
12/04/2015 - 04/30/2021
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BOSTON MA)
NY
07/03/2013 - 12/04/2015
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
06/01/2009 - 07/02/2013
MORGAN STANLEY (PURCHASE NY)
NY
10/30/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)
BC
Issued 12/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brendan Webb is the right advisor for you? Invested Better is here to help.