Brendan Michael Mcelroy
Investment adviser representative at Symmetry Partners
9 yearsExperience
2 statesRegistered in
$4.7BFirm assets
24 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
9 years in the industry.
- Symmetry Partners, LLCSep 2025 to now
- Morgan StanleyJan 2025 to Sep 2025
- Fidelity InvestmentsNov 2022 to Dec 2024
- Fidelity InvestmentSep 2021 to Nov 2022
- Twin River CasinoJul 2016 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CT, FL).
Symmetry Partners
Legal name: Symmetry Partners, LLC.
$4.7BAssets managed
8,909Clients
21Advisers
24 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
- 7443250
- Firm CRD
- 120982