Gregory M. Brennan

HORSE COVE PARTNERS LLC

Atlanta, GA 30339

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CRD#: 4162588

Professional summary

Gregory Mathew Brennan, who also goes by Gregory Mathew Brennan, Gregory Matthew Brennan, is a registered financial advisor currently at HORSE COVE PARTNERS LLC located in Atlanta, Georgia.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Gregory has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gregory Mathew Brennan | Gregory Matthew Brennan

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.

REAL ESTATE OWNERSHIP: SINGLE FAMILY, 2550 NORTHSIDE DR ATLANTA GA 30305, INC:$1 TO $999.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Mathew Brennan'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

September 19, 2016 - Present

HORSE COVE PARTNERS LLC

Office #1: 1899 Powers Ferry Rd Se Suite 120, Atlanta, GA 30339

RIA

CRD#: 172389

Atlanta, GA

Past

January 5, 2011 - September 14, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Alpharetta, GA

Past

January 3, 2011 - September 14, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Alpharetta, GA

Past

May 24, 2006 - November 4, 2010

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

SMYRNA, GA

Past

May 5, 2006 - November 4, 2010

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

SMYRNA, GA

Past

May 19, 2000 - March 2, 2006

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

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".

HORSE COVE PARTNERS LLC

CRD#: 172389 / SEC#: 801-130046

RIA

Registered Investment Advisory firm - (5/16/2024 Approved)

Georgia

Registered Investment Advisory firm - (7/2/2020 Approved)

Indiana

Registered Investment Advisory firm - (9/4/2020 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.

Highlighted states indicate IAR registrations

IAR

Georgia
(10/18/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/23/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/25/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/14/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/18/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 26

Date: 5/30/2006

Investment Company Products/Variable Contracts Principal Examination

Current Firm

HORSE COVE PARTNERS LLC

CRD#: 172389 / SEC#: 801-130046

RIA

Registered Investment Advisory firm - (5/16/2024 Approved)

Georgia

Registered Investment Advisory firm - (7/2/2020 Approved)

Indiana

Registered Investment Advisory firm - (9/4/2020 Approved)

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Contact information

Main Address

1899 Powers Ferry Rd Se Suite 120, Atlanta, GA 30339

Mailing Address

Phone number

(678) 905-5723

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/24/2025)

Regulatory assets under management

Total Number of Accounts	42
AUM (Assets Under Management)	$ 101,564,415

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.

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Advisor Monitoring

Firm Stability Insights

Gregory M. Brennan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Mathew Brennan's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

A. G. EDWARDS & SONS, INC.

Primary Firm SEC Registration

HORSE COVE PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/23/2006

Series 63

Date: 5/25/2000

SIE

Date: 9/14/2016

Series 7

Date: 5/18/2000

Series 26

Date: 5/30/2006

Current Firm

HORSE COVE PARTNERS LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HORSE COVE PARTNERS LLC

TRUST BUT VERIFY

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