Mitchel
Brennan

Burgess Chambers & Associates Inc

CRD#5374869
Investment Advisor
in Orlando, FL

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About this Advisor

Mitchel Brennan is a financial advisor operating in Orlando, Florida, with a total of 10 years of relevant experience. Brennan is an advisor for Burgess Chambers & Associates Inc. Throughout their career, they have worked at Kcm Asset Management and Burgess Chambers & Associates Inc. Brennan has a Series 65 license, which qualifies them as an investment advisor representative, and is able to serve investors in Florida and Texas. Burgess Chambers & Associates Inc is a business based in Orlando, FL. The investment advisory business has a total of 11 financial advisors. It administers $138 million in assets under management among its 25 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm provides financial advice to one charities and foundations. Of its 25 customer accounts, 17% are associated with high-net-worth individuals who have more than $1 million in assets. The business provides pension consulting services. Financial management fees typically depend on the type of financial services provided. However, fee types billed by Burgess Chambers & Associates Inc may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

10 years

Services Offered

Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

315 E. Robinson Street Suite 690
Orlando, FL 32801

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Burgess Chambers & Associates Inc Brokerage Details

Total Assets Under Management

$138,101,982

FL Average: $1,855,561,029
Total Number of Employees

11

FL Average: 62
Total Number of Accounts

25

FL Average: 2,474
Average Account Size

$5,524,079

FL Average: $750,025

Investment Advisory Services

  • Pension consulting services

Mitchel Brennan Work History

Mitchel has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Burgess Chambers & Associates Inc

2011 - 2013 (2 years)

Kcm Asset Management

*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 Mitchel Brennan 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 Burgess Chambers & Associates Inc

Mitchel Brennan
Orlando, FL
Larry Cole
Orlando, FL
Fang Wan
Orlando, FL
Burgess Chambers
Orlando, FL

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.

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