Patrick T. Brennan
Professional summary
Patrick Thomas Brennan, who also goes by Pat Brennan, Patrick Brennan, is a registered financial advisor currently at BRENNAN ASSET MANAGEMENT located in Napa, California.
Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Patrick has worked at 8 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Thomas Brennan's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 24, 2015 - Present
BRENNAN ASSET MANAGEMENT
January 1, 2014 - January 19, 2015
HUTCHINSON CAPITAL MANAGEMENT
October 10, 2012 - March 13, 2013
BRENNAN ASSET MANAGEMENT
March 7, 2006 - April 3, 2009
MARK BOYAR & COMPANY, INC.
July 10, 2003 - April 2, 2004
WILLIAM BLAIR
May 7, 2002 - May 7, 2003
CIBC WORLD MARKETS CORP.
June 14, 1999 - February 8, 2002
DEUTSCHE BANK SECURITIES INC.
December 7, 1998 - June 14, 1999
DB ALEX. BROWN LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/24/2015)
Exams
Current Firm
BRENNAN ASSET MANAGEMENT
CRD#: 174637 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 40 |
| AUM (Assets Under Management) | $ 26,420,268 |
Red Flags
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