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Brian Michael Brennan

Sovran Advisors, LLC

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About Brian Michael Brennan

Brian Brennan is a financial advisor registered with Sovran Advisors, LLC. Brian has been in the financial services industry since 2012. Brian holds the Series 7 and Series 66 securities licenses as well as the SIE. Brian is also a Certified Financial Planner. Brian has experience working with individuals, high net worth individuals, corporations or businesses, pension and profit sharing plans, and charitable organizations. Brian specializes in providing financial planning, portfolio management for individuals, and selection of other advisers.

Firm Information

Brian Brennan is currently registered with Sovran Advisors, LLC. Sovran Advisors, LLC is a registered investment advisor based in San Diego, California. The firm manages over $1 billion in assets for a diverse range of clients, including individuals, businesses, and retirement plans. Sovran Advisors specializes in providing comprehensive financial planning, portfolio management, and pension consulting services. They serve clients across various regions, including California, Nevada, Arizona, and Texas.
Sovran Advisors, LLC

3131 CAMINO DEL RIO N.

SAN DIEGO, CA 92108

$1.17B

Assets Under Management

Not reported

Total Clients

39

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Brian Brennan’s Registration & Firm History

CA

02/27/2024 - Present

Sovran Advisors, LLC (SAN DIEGO CA)

CA

03/25/2017 - 03/06/2024

MML INVESTORS SERVICES, LLC (Costa Mesa CA)

CA

03/22/2012 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (IRVINE CA)

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Licenses & Designations

BOTH

Issued 04/03/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/21/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Michael Brennan.
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