Matthew Patrick Brennan
CFP®Professional Summary
Matthew Patrick Brennan, CFP®, who also goes by Matt Brennan, is a registered financial advisor currently at COVENANT WEALTH ADVISORS located in Reston, Virginia. Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Matthew has worked at 11 firms and has passed the Series 65, Series 66, Series 7TO, Series 52TO, SIE, Series 7, Series 24 and Series 53 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Matt Brennan
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
23 years in the financial services industry
Current & Past Employments
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Current Firm
COVENANT WEALTH ADVISORS | FONVILLE WEALTH MANAGEMENT LLC | FONVILLE WEALTH MANAGEMENT
Contact Information
Main Address
8001 Franklin Farms Drive Rm 208, Richmond, VA 23229Phone Number
(804) 729-5265# of Employees
12SEC notice filing (17 States and Territories)
Registered to provide investment advisory services in 17 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,890AUM (Assets Under Management)
$909,643,877Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/11/2025 | Cover Page | Report |
| 08/26/2024 | Cover Page | Report |
| 03/20/2024 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
COVENANT WEALTH ADVISORS | FONVILLE WEALTH MANAGEMENT LLC | FONVILLE WEALTH MANAGEMENT
State Registrations and Notice Filings
(12/4/2023)
(12/4/2023)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Aug 2022About the Series 52TO examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Matthew Patrick Brennan's CRS (Customer Relationship Summary).
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