Matthew
Brennan
Covenant Wealth Advisors
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About this Advisor
Matthew Brennan is a financial advisor based in Reston, Virginia, working with Covenant Wealth Advisors. Matthew has previously held positions at The Strategic Financial Alliance, Inc, Acorn Financial Advisory Services, Inc, Acorn Financial Services, Inc, and Covenant Wealth Advisors. Matthew has passed the Series 65 and Series 66 regulatory exams and is registered to provide services in Texas and Virginia. Currently, Matthew is part of Covenant Wealth Advisors, which operates out of Reston, Virginia. The firm has 2 offices and 9 employees. The firm manages assets totaling $496.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Covenant Wealth Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Covenant Wealth Advisors Brokerage Details
$496,334,379
9
1,023
$485,175
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Matthew Brennan Work History
Covenant Wealth Advisors
The Strategic Financial Alliance, Inc
Acorn Financial Advisory Services, Inc
Acorn Financial Services, Inc
Disclosures
Please visit the SEC profile of Matthew 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 Covenant Wealth Advisors
Reston, VA
Henrico, VA
Henrico, VA
Henrico, VA
Henrico, VA
Henrico, VA
Henrico, VA
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