Shane
Brennan
Advisors Asset Management, Inc
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About this Advisor
Shane Brennan is a financial advisor based in West Chester, Pennsylvania, working with Advisors Asset Management, Inc. Shane has previously held positions at Blackrock and Advisors Asset Management, Inc. Shane has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Shane is part of Advisors Asset Management, Inc, which operates out of West Chester, Pennsylvania. The firm has 9 offices and 272 employees. The firm manages assets totaling $3.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and other services. The fee structure at Advisors Asset Management, Inc includes asset-based fees.
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Advisors Asset Management, Inc Brokerage Details
$3,853,640,375
272
1,767
$2,180,894
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
Advisors Asset Management, Inc
Blackrock
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
Boerne, TX
Melville, NY
New York, NY
Melville, NY
Lisle, IL
Boca Raton, FL
Doylestown, PA
Dallas, TX
The content in this profile was updated by SmartAsset on 6/19/2024. 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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