Brendan Morgan Farrelly
Investment adviser representative at Oneamerica Securities, Inc.
12 yearsExperience
13 statesRegistered in
$306.1MFirm assets
27 yearsFirm in business
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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
- Seminars and workshops
Experience
12 years in the industry.
- Oneamerica Securities, Inc.Nov 2022 to now
- American United LifeSep 2022 to now
- MML Investors Services, LLCFeb 2018 to Nov 2022
- Massmutual Life Insurance CompanyJan 2018 to Nov 2022
- Hornor Townsend & Kent IncMay 2014 to Jan 2018
- Penn Mutual Life Ins CoApr 2014 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2009
- Series 63 · Uniform Securities Agent State Law2009
State registrations
Registered as an investment adviser representative in 13 states (AZ, CA, IL, MA, MT, NC, NJ, NV, NY, OR, UT, VA, WA).
Oneamerica Securities, Inc.
$306.1MAssets managed
2,300Clients
338Advisers
27 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
- 5646039
- Firm CRD
- 4173