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Brian James McNamara

Baron Capital, Inc.

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About Brian James McNamara

Brian McNamara is a financial professional with over 20 years of experience in the industry. He has been registered with FINRA since June 2002. Brian currently works as a financial advisor for Baron Capital, Inc., where he has been employed since June 2011. Prior to that, he was a financial advisor for Calamos Financial Services LLC and Scudder Distributors, Inc.

Firm Information

Brian McNamara is currently registered with Baron Capital, Inc.. Baron Capital, Inc. is a Corporation that was formed on March 16, 1982. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. They have been approved for registration with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

57

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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Brian McNamara’s Registration & Firm History

NY

06/15/2011 - Present

Baron Capital, Inc. (NEW YORK NY)

IL

12/19/2002 - 05/26/2011

CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)

IL

06/10/2002 - 12/17/2002

SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)

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Licenses & Designations

IA

Issued 07/15/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/12/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/17/2003

Series 7 - General Securities Representative Examination

BC

Issued 06/07/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian James McNamara.
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