Brennan P Mccarthy
Investment adviser representative at Boulevard
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$119.5MFirm 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 feeCommissionsOther
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
11 years in the industry.
- BoulevardSep 2018 to now
- Boulevard Wealth Management, Inc.Jun 2015 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MN).
Boulevard
Legal name: Boulevard Wealth Management, Inc.
$119.5MAssets managed
268Clients
4Advisers
Under 1 yearIn 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
- 7012134
- Firm CRD
- 164423