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Brendan R Keane

Investment adviser representative at Smithbridge Asset Management, Inc.
13 yearsExperience
1 stateRegistered in
$830.7MFirm assets
29 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

Experience

13 years in the industry.

  1. Smithbridge Asset Management, Inc.Aug 2023 to now
  2. Tmnas ServicesJun 2020 to Jul 2023
  3. Full Time StudentAug 2018 to Jun 2021
  4. YmcaMay 2017 to May 2019
  5. Full Time StudentJan 2013 to Apr 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 1 state (PA).

Smithbridge Asset Management, Inc.

$830.7MAssets managed
513Clients
6Advisers
29 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
7796333
Firm CRD
106261
Advisor's SEC record (opens in a new tab)
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