Brendan Thomas Colleran
Investment adviser representative at Equitable Advisors, LLC
10 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 yearsFirm in business
Are you Brendan Thomas Colleran? Claim your profile
Contact this firm
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
10 years in the industry.
- Equitable Advisors, LLCJul 2024 to now
- Fidelity InvestmentsJun 2023 to Aug 2023
- CitMay 2022 to Aug 2022
- Southern New Hampshire UniversityJan 2022 to May 2024
- Choice FitnessSep 2021 to Jun 2024
- Atkinson Country ClubJun 2021 to Aug 2021
- Catholic University of AmericaAug 2020 to Sep 2021
- Ultimate Prom and BridalJan 2020 to Mar 2020
- Mangia Mangia Italian KitchenDec 2018 to Aug 2020
- Central Catholic High SchoolAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NH).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 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
- 7952922
- Firm CRD
- 6627