Brendan
Dineen
Strategic Advisers LLC
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About this Advisor
Brendan Dineen is a financial advisor based in Cornwall, New York, working with Strategic Advisers LLC. Brendan has previously held positions at Cornwall Central High School, Cornwall Central Middle School / Cornwall Central High School, Strategies For Wealth, Fidelity Investments, Vans, Peekskill Basketball Camp, Lee Road Summer Camp, Orange County Community College, Capri Restaurant, and Cosimos. Brendan has passed the Series 66 regulatory exam and is registered to provide services in New Jersey and New York. Currently, Brendan is part of Strategic Advisers LLC, which operates out of Cornwall, New York. The firm has 240 offices and 16,291 employees. Strategic Advisers LLC manages assets totaling $1.1 trillion and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning, portfolio management for individuals, small businesses, investment companies, and institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Strategic Advisers LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Strategic Advisers LLC Brokerage Details
$1,067,664,605,590
16,291
2,486,631
$429,362
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Brendan Dineen Work History
Fidelity Investments
Fidelity Investments
Strategies For Wealth
Vans
Cosimos
Lee Road Summer Camp
Orange County Community College
Cornwall Central High School
Peekskill Basketball Camp
Capri Restaurant
Cornwall Central Middle School / Cornwall Central High School
Disclosures
Please visit the SEC profile of Brendan Dineen 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 Strategic Advisers LLC
Orange Park, FL
Salt Lake City, UT
Nicholasville, KY
Kiel, WI
Salt Lake City, UT
Bellevue, WA
Salt Lake City, UT
Covington, KY
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