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Brendan G. Langley

LANGLEY FINANCIAL
Edgartown, MA
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CRD#: 1569938
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Professional summary


Brendan Gerard Langley, who also goes by Brendan Langeley, Brendan C Langley, is a registered financial advisor currently at LANGLEY FINANCIAL, LLC located in Edgartown, Massachusetts.

Brendan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Brendan has worked at 8 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Brendan Langeley | Brendan C Langley

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
LANGLEY FINANCIAL LLC COO OF THIS INVESTMENT ADVISOR BUSINESS 40 HRS PER WEEK

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Brendan Gerard Langley's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

February 23, 2004 - Present

LANGLEY FINANCIAL, LLC

RIA
CRD#: 129440
Edgartown, MA
Past

December 19, 2005 - April 3, 2006

CHICAGO INVESTMENT GROUP, LLC

BD
CRD#: 11853
CHICAGO, IL
Past

April 18, 2002 - December 31, 2003

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
EDGARTOWN, MA
Past

February 20, 2002 - December 31, 2003

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
WALTHAM, MA
Past

May 28, 1992 - February 26, 2002

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

May 18, 1990 - May 21, 1992

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

February 2, 1989 - June 7, 1990

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

March 14, 1988 - February 7, 1989

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Past

February 6, 1987 - April 14, 1988

L. F. ROTHSCHILD & CO. INCORPORATED

BD
CRD#: 501
Past

October 1, 1986 - January 27, 1987

L. F. ROTHSCHILD & CO. INCORPORATED

BD
CRD#: 501

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Massachusetts
(2/23/2004)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/29/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


LF
LANGLEY FINANCIAL, LLC
BRENDAN G. LANGLEY | LANGLEY' BRENDAN G. | LANGLEY FINANCIAL, LLC | LANGLEY FINANCIAL

CRD#: 129440 / SEC#:

Massachusetts
Registered Investment Advisory firm - (2/19/2004 Approved)
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Contact information


Main Address
Edgartown, MA
Mailing Address
Po Box 2535, Edgartown, MA 02539
Phone number
(508) 627-1499
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Red Flags


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Company Information


LANGLEY FINANCIAL, LLC

CRD#: 129440Edgartown, MA

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