Alan Joseph Brennan
Investment adviser representative at Equitable Advisors, LLC
11 yearsExperience
3 statesRegistered in
$47.3BFirm assets
48 yearsFirm in business
Are you Alan Joseph Brennan? 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
11 years in the industry.
- Equitable Advisors, LLCSep 2024 to now
- Henry M. Jackson FoundationNov 2019 to Jan 2025
- Frederick Memorial HospitalJul 2019 to Nov 2019
- UnemployedJun 2019 to Jul 2019
- Ramar Moving SystemsJun 2018 to Aug 2018
- SearsJun 2017 to Aug 2017
- Kenyon CollegeAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (MD, NC, PA).
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
- 7978797
- Firm CRD
- 6627