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BM

Brendan R. Mcmurtrie

FINANCIAL SENSE ADVISORS
SAN DIEGO, CA 92127
CRD#: 4001706
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BM
Brendan Robert McmurtrieFINANCIAL SENSE ADVISORS

Professional summary

Brendan Robert Mcmurtrie, who also goes by Brendan R Mcmurtrie, Brendan R. Mcmurtrie, is a registered financial advisor currently at FINANCIAL SENSE ADVISORS, INC. located in San Diego, California and FINANCIAL SENSE SECURITIES, INC. located in San Diego, California.

Brendan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Brendan has worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Brendan R Mcmurtrie | Brendan R. Mcmurtrie

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) - RIA

Click below to view Brendan Robert Mcmurtrie'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

March 18, 2026 - Present

FINANCIAL SENSE ADVISORS, INC.

Office #1: 10920 Via Frontera Suite 500, San Diego, CA 92127
RIA
CRD#: 111090
SAN DIEGO, CA
Current

March 18, 2026 - Present

FINANCIAL SENSE SECURITIES, INC.

Office #1: 10920 Via Frontera Suite 500, San Diego, CA 92127
BD
CRD#: 39301
SAN DIEGO, CA
Past

June 23, 2021 - March 17, 2026

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
San Marcos, CA
Past

June 22, 2021 - March 17, 2026

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MILWAUKEE, WI
Past

July 17, 2019 - May 21, 2021

SORRENTO PACIFIC FINANCIAL, LLC

RIA
CRD#: 127787
SAN DIEGO, CA
Past

July 16, 2019 - May 21, 2021

SORRENTO PACIFIC FINANCIAL, LLC

BD
CRD#: 127787
SAN DIEGO, CA
Past

November 20, 2017 - May 21, 2021

CUSO FINANCIAL SERVICES, L.P.

RIA
CRD#: 42132
SAN DIEGO, CA
Past

November 20, 2017 - May 21, 2021

CUSO FINANCIAL SERVICES, L.P.

BD
CRD#: 42132
SAN DIEGO, CA
Past

September 21, 2012 - November 17, 2017

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
CARLSBAD, CA
Past

September 20, 2012 - November 17, 2017

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
CARLSBAD, CA
Past

January 30, 2012 - August 28, 2012

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
SAN DIEGO, CA
Past

January 1, 2012 - August 28, 2012

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SAN DIEGO, CA
Past

April 2, 2009 - December 23, 2009

LPL FINANCIAL LLC

RIA
CRD#: 6413
BONSALL, CA
Past

March 30, 2009 - December 23, 2009

LPL FINANCIAL LLC

BD
CRD#: 6413
BONSALL, CA
Past

January 10, 2008 - April 1, 2009

KESTRA INVESTMENT SERVICES, LLC

RIA
CRD#: 42046
BONSALL, CA
Past

February 14, 2006 - April 1, 2009

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
BONSALL, CA
Past

September 9, 2004 - February 6, 2006

LPL FINANCIAL LLC

RIA
CRD#: 6413
SAN DIEGO, CA
Past

September 9, 2004 - February 6, 2006

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

November 12, 2003 - August 25, 2004

CITICORP INVESTMENT SERVICES

RIA
CRD#: 23988
CARLSBAD, CA
Past

November 10, 2003 - August 25, 2004

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
LONG ISLAND CITY, NY
Past

February 5, 2003 - June 2, 2003

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
LONG ISLAND CITY, NY
Past

February 20, 2002 - February 5, 2003

CAL FED INVESTMENTS

BD
CRD#: 19631
SACRAMENTO, CA
Past

March 2, 2001 - December 12, 2001

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

February 16, 2000 - February 26, 2001

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FS
FINANCIAL SENSE ADVISORS, INC.
FINANCIAL SENSE ADVISORS, INC. | PUPLAVA FINANCIAL SERVICES INC | FINANCIAL SENSE WEALTH MANAGEMENT

CRD#: 111090 / SEC#: 801-25937

RIA
Registered Investment Advisory firm - (12/31/1985 Approved)

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.
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
California
(3/18/2026)
IAR
California
(3/18/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/22/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/21/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 9/28/2001
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 2/15/2000
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/12/2004
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

FS
FINANCIAL SENSE ADVISORS, INC.
FINANCIAL SENSE ADVISORS, INC. | PUPLAVA FINANCIAL SERVICES INC | FINANCIAL SENSE WEALTH MANAGEMENT

CRD#: 111090 / SEC#: 801-25937

RIA
Registered Investment Advisory firm - (12/31/1985 Approved)
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Contact information

Main Address
10809 Thornmint Road 2nd Floor, San Diego, CA 92127
Mailing Address
Phone number
(858) 487-3939
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (37 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FINANCIAL SENSE ADVISORS, INC MAP BROCHURE (3/31/2025)
FINANCIAL SENSE ADVISORS, INC. BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts1,104
AUM (Assets Under Management)$ 681,412,925

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

FINANCIAL SENSE ADVISORS, INC.

CRD#: 111090San Diego, CA 92127

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