Brennan Mcmahon
Investment adviser representative at Ameriprise Financial Services, LLC
11 yearsExperience
1 stateRegistered in
$660.5BFirm assets
39 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
11 years in the industry.
- Ameriprise Financial Services, LLCSep 2025 to now
- Independent Administrative Services, LLCJan 2025 to Sep 2025
- Saybrus Equity ServicesJan 2025 to Aug 2025
- Lincoln Financial DistributorsOct 2022 to Jan 2025
- Equitable Advisors, LLCJul 2022 to Sep 2022
- UnemployedJun 2022 to Jul 2022
- Eastbrook FitnessMar 2021 to May 2022
- Prospect CafeJun 2019 to Mar 2020
- University of ConnecticutAug 2018 to May 2022
- Max Fish & Shark BarJun 2017 to Dec 2018
- Xavier High SchoolAug 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CT).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 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
- 7599875
- Firm CRD
- 6363