Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brennan? Claim Your ProfileBrennan McCormack is a financial advisor with Pathstone. Brennan has been in the industry since December 2018 and is registered in Colorado. Brennan holds the Series 7, Series 66, and SIE exams. Brennan previously worked at Goldman Sachs & Co. LLC and Mercer Allied Company, L.P.. Brennan has a background in wealth management and financial planning and is committed to providing personalized financial advice to individuals and families.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory
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
CO
04/18/2024 - Present
Pathstone (Boulder CO)
NY
01/04/2021 - 07/06/2023
GOLDMAN SACHS & CO. LLC (COHOES NY)
NY
12/17/2018 - 01/04/2021
MERCER ALLIED COMPANY, L.P. (COHOES NY)
BOTH
Issued 02/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2018
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Brennan McCormack is the right advisor for you? Invested Better is here to help.
