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Brian J. Mcnamara

AQR INVESTMENTS
Greenwich, CT 06830
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CRD#: 2874719
BM
Brian James McnamaraAQR INVESTMENTS

Professional summary


Brian James Mcnamara is a registered financial professional currently at AQR INVESTMENTS, LLC located in Greenwich, Connecticut.

Brian is registered as a RR (Registered Representative) and started their career in finance in 2002. Brian has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Aliases


None

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Brian James Mcnamara's CRS (Customer Relationship Summary).
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

January 30, 2025 - Present

AQR INVESTMENTS, LLC

Office #1: One Greenwich Plaza Suite 130, Greenwich, CT 06830
BD
CRD#: 289244
Greenwich, CT
Past

June 15, 2011 - January 23, 2025

BARON CAPITAL, INC.

BD
CRD#: 10538
NEW YORK, NY
Past

July 16, 2009 - May 26, 2011

CALAMOS WEALTH MANAGEMENT LLC

RIA
CRD#: 143490
NAPERVILLE, IL
Past

December 19, 2002 - May 26, 2011

CALAMOS FINANCIAL SERVICES LLC

BD
CRD#: 19850
NAPERVILLE, IL
Past

June 10, 2002 - December 17, 2002

DWS DISTRIBUTORS, INC.

BD
CRD#: 37306
CHICAGO, IL

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(1/30/2025)
RR
Alaska
(1/30/2025)
RR
Arizona
(1/30/2025)
RR
Arkansas
(1/30/2025)
RR
California
(1/30/2025)
RR
Colorado
(1/30/2025)
RR
Connecticut
(1/30/2025)
RR
Delaware
(1/30/2025)
RR
District of Columbia
(1/30/2025)
RR
Florida
(1/30/2025)
RR
Georgia
(1/30/2025)
RR
Hawaii
(1/30/2025)
RR
Idaho
(1/30/2025)
RR
Illinois
(1/30/2025)
RR
Indiana
(1/30/2025)
RR
Iowa
(1/30/2025)
RR
Kansas
(1/30/2025)
RR
Kentucky
(1/30/2025)
RR
Louisiana
(1/30/2025)
RR
Maine
(1/30/2025)
RR
Maryland
(1/30/2025)
RR
Massachusetts
(1/30/2025)
RR
Michigan
(1/30/2025)
RR
Minnesota
(1/30/2025)
RR
Mississippi
(1/30/2025)
RR
Missouri
(1/30/2025)
RR
Montana
(1/30/2025)
RR
Nebraska
(1/30/2025)
RR
Nevada
(1/30/2025)
RR
New Hampshire
(1/30/2025)
RR
New Jersey
(1/30/2025)
RR
New Mexico
(1/30/2025)
RR
New York
(1/30/2025)
RR
North Carolina
(1/30/2025)
RR
North Dakota
(1/30/2025)
RR
Ohio
(1/30/2025)
RR
Oklahoma
(1/30/2025)
RR
Oregon
(1/30/2025)
RR
Pennsylvania
(1/30/2025)
RR
Rhode Island
(1/30/2025)
RR
South Carolina
(1/30/2025)
RR
South Dakota
(1/30/2025)
RR
Tennessee
(1/30/2025)
RR
Texas
(1/30/2025)
RR
Utah
(1/30/2025)
RR
Vermont
(1/30/2025)
RR
Virginia
(1/30/2025)
RR
Washington
(1/30/2025)
RR
West Virginia
(1/30/2025)
RR
Wisconsin
(1/30/2025)
RR
Wyoming
(1/30/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 7/15/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


AI
AQR INVESTMENTS, LLC
AQR INVESTMENTS, LLC

CRD#: 289244 / SEC#: , 8-69990

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
One Greenwich Plaza Suite 130, Greenwich, CT 06830
Mailing Address
One Greenwich Plaza Suite 130, Greenwich, CT 06830
Phone number
(203) 742-3600
Established
Delaware since 03/15/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
AQR CAPITAL MANAGEMENT HOLDINGS (B-D), LLCPARENT COMPANY
ANDRADE, GREGOR MASINICHIEF EXECUTIVE OFFICER2265718
HOWARD, JOHN BRADLEYBOARD OF MANAGERS3132622
KABILLER, DAVID GARYBOARD OF MANAGERS1736385
MELLAS, STEPHEN JOSEPHBOARD OF MANAGERS1505043
PRINCE, STEPHANIE NICOLECHIEF COMPLIANCE OFFICER2618015
RYAN, PATRICK EDMUNDCHIEF FINANCIAL OFFICER2822527
WILLCOX, HERBERT JAMESBOARD OF MANAGERS & CHIEF LEGAL OFFICER1868426

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


AQR INVESTMENTS, LLC

CRD#: 289244Greenwich, CT 06830

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