Brendan Matthew Bean
Investment adviser representative at UBS Financial Services Inc.
12 yearsExperience
1 stateRegistered in
$915.8BFirm assets
55 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 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
12 years in the industry.
- UBS Financial Services Inc.Sep 2025 to now
- Brighthouse FinancialMar 2024 to Sep 2025
- Consolidated Electrical DistributorsDec 2023 to Mar 2024
- Northwestern MutualAug 2023 to Dec 2023
- Full Time Master's Student-athleteAug 2022 to Aug 2023
- Full Time Student AthleteAug 2017 to Aug 2022
- Self EmployeedJun 2014 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NC).
UBS Financial Services Inc.
$915.8BAssets managed
1,144,588Clients
9,366Advisers
55 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
- 7765052
- Firm CRD
- 8174