Brendan
Donlevy
Osaic Advisory Services, LLC
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About this Advisor
Brendan Donlevy is a financial advisor based in Barrington, Illinois, working with Osaic Advisory Services, LLC. Brendan has previously held positions at Triad Advisors, Northwestern Mutual, Capital Forensics Inc, Uw-Whitewater, Mooney Lyons Financial, St Charles North Hs, and Triad Hybrid Solutions. Brendan has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Brendan is part of Osaic Advisory Services, LLC, which operates out of Barrington, Illinois. The firm has 155 offices and 2,582 employees. The firm manages assets totaling $4.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Osaic Advisory Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Advisory Services, LLC Brokerage Details
$4,938,711,328
2,582
20,269
$243,658
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Brendan Donlevy Work History
Triad Advisors
Triad Hybrid Solutions
Northwestern Mutual
Capital Forensics Inc
Uw-Whitewater
Mooney Lyons Financial
Uw-Whitewater
St Charles North Hs
Disclosures
Please visit the SEC profile of Brendan Donlevy 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 Osaic Advisory Services, LLC
Knoxville, TN
Atlanta, GA
Atlanta, GA
Atlanta, GA
Allentown, PA
Allentown, PA
Atlanta, GA
Bend, OR
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