Shane
Brennan
Advisors Asset Management, Inc
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About this Advisor
Shane Brennan is a financial advisor operating in West Chester, Pennsylvania, with a total of 4 years of industry experience. Brennan is an advisor for Advisors Asset Management, Inc. Throughout their career, they have worked at Hartford Investment Financial Services, LLC, Blackrock, Brennan Strategy LLC and Advisors Asset Management, Inc. Brennan has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Pennsylvania. Advisors Asset Management, Inc is a business headquartered in Monument, CO. It has offices in nine locations and a total of 253 financial advisors. It administers $4 billion in assets under management between its 1,634 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides services to two charitable organizations. Of its 1,634 customer accounts, just 6% are held by high-net-worth clients who have at least $1 million in assets. Advisors Asset Management, Inc has a broad assortment of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and other services. Financial management fees vary depending on the type of services provided. Fee types billed by Advisors Asset Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Advisors Asset Management, Inc Brokerage Details
$3,740,185,737
253
1,634
$2,288,975
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other
Shane Brennan Work History
Shane has been registered as a financial advisor for 4 years.*
Advisors Asset Management, Inc
Blackrock
Brennan Strategy LLC
Hartford Investment Financial Services, 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 Shane 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 Advisors Asset Management, Inc
New York, NY
Boca Raton, FL
Lisle, IL
Olathe, KS
Boerne, TX
Lisle, IL
Dunwoody, GA
Princeton, NJ
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