Brendan
Mcewan
Rzh Advisors LLC
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About this Advisor
Brendan Mcewan is a certified financial planner operating out of Stamford, Connecticut, who has 1 year of industry experience. Mcewan is on the advisory team at Rzh Advisors LLC. The advisor has gained experience at Hhg & Company, LLC, Altfest Personal Wealth Management, Ucla, Lourdmurray, Traveling and Rzh Advisors. Mcewan holds Series 66 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Connecticut and Texas. Rzh Advisors LLC is a company based out of Stamford, CT. It has $1 billion in assets under management across its 1,318 customer accounts, placing it among the biggest firms in the United States by assets under management. Of its 1,318 customer accounts, 70% belong to high-net-worth clients who have more than $1 million in assets. The company performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors depend on which service is provided. However, fee types billed by Rzh Advisors LLC can include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rzh Advisors LLC Brokerage Details
$1,401,647,765
11
1,318
$1,063,466
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Brendan Mcewan Work History
Brendan has been registered as a financial advisor for 1 years.*
Rzh Advisors
Traveling
Ucla
Lourdmurray
Altfest Personal Wealth Management
Hhg & Company, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brendan Mcewan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rzh Advisors LLC
Stamford, CT
Stamford, CT
Stamford, CT
Stamford, CT
Stamford, CT
Stamford, CT
Stamford, CT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
