Melissa Ann Brennan
Investment adviser representative at Symphony Financial, Ltd. Co.
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Symphony Financial, Ltd. Co.Jan 2020 to now
- LPL Financial, LLCJan 2020 to now
- Ausdal Financial Partners, IncMay 2018 to Jan 2020
- Cfo4lifeMay 2018 to Jan 2020
- Perryman Securities, Inc.Mar 2004 to May 2018
- Vogel Financial Advisors, LLCMar 2004 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (TX).
Symphony Financial, Ltd. Co.
$1.4BAssets managed
2,850Clients
46Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4818529
- Firm CRD
- 171816