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Stephen Mervin Brennan

Alhambra Investment Management LLC

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About Stephen Mervin Brennan

Stephen Brennan is an investment advisor representative at Alhambra Investment Management LLC. Stephen has been in the industry since 1995 and has experience in the financial planning and portfolio management fields. Stephen holds the Series 6, Series 26, Series 63 and Series 65 licenses and is registered to provide investment advisory services in California and Texas. Stephen is based in Palmetto Bay, FL.

Firm Information

Stephen Brennan is currently registered with Alhambra Investment Management LLC. Alhambra Investment Management LLC is an investment advisor based in Palmetto Bay, FL, that provides financial planning, portfolio management for individuals and businesses. The firm manages approximately $265 million in assets for 482 clients, including high-net-worth individuals, corporations, and charitable organizations. Alhambra Investment Management is registered with the SEC and has been in business for over 10 years.
Alhambra Investment Management LLC

8925 SW 148 STREET

PALMETTO BAY, FL 33176

$265.53M

Assets Under Management

Not reported

Total Clients

6

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Stephen Brennan’s Registration & Firm History

FL

03/15/2023 - Present

Alhambra Investment Management LLC (PALMETTO BAY FL)

CA

02/01/2000 - 04/07/2000

PURISIMA SECURITIES, LLC (WOODSIDE CA)

AZ

08/25/1999 - 03/23/2000

FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)

AZ

04/17/1998 - 10/30/1998

FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)

CA

05/15/1995 - 03/31/1998

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)

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Licenses & Designations

IA

Issued 03/06/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/14/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/19/1999

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 05/12/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Mervin Brennan.
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