Matthew P. Brennan

COVENANT WEALTH ADVISORS

Reston, VA 20190

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CRD#: 4658620

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt 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.

LANDLORD - NOT INVESTMENT RELATED - 2937 CHESHAM STREET, FAIRFAX, VA 22031, RENTAL PROPERTY, LANDLORD, 03/2017, 3 HOURS/MONTH - 0 DURING TRADING, LANDLORD - MAINTENANCE AND REPAIRS TO PROPERTY. NOVA Estate Planning, PLLC, no, 1875 Campus Commons Drive, Suite 100 Reston VA 20191, Consultant, estate planning, 12/01/2023, 5 Hours/Month, 5 Hours/Month During Trading Hours, Provide consultative services as an independent contractor to Nova Estate Planning, PLLC attorneys and their clients. In exchange for his services and advice Mr. Brennan receives use of office space in the firms locations and financial remuneration in the form of billable hours when applicable.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Patrick 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®

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

December 4, 2023 - Present

COVENANT WEALTH ADVISORS

Office #1: 1768 Business Center Drive Suite 210, Reston, VA 20190

RIA

CRD#: 155221

Reston, VA

Past

March 5, 2014 - December 21, 2023

ACORN FINANCIAL ADVISORY SERVICES, INC.

RIA

CRD#: 116763

RESTON, VA

Past

March 4, 2014 - September 22, 2020

THE STRATEGIC FINANCIAL ALLIANCE, INC.

CRD#: 126514

RESTON, VA

Past

August 17, 2010 - September 22, 2010

INDEPENDENT FINANCIAL GROUP, LLC

RIA

CRD#: 7717

RESTON, VA

Past

August 17, 2010 - February 26, 2014

INDEPENDENT FINANCIAL GROUP, LLC

CRD#: 7717

RESTON, VA

Past

November 2, 2009 - July 30, 2010

NATIONAL PLANNING CORPORATION

CRD#: 29604

RESTON, VA

Past

September 25, 2008 - February 26, 2014

DOMINION WEALTH MANAGEMENT, INC.

RIA

CRD#: 136553

RESTON, VA

Past

July 13, 2006 - November 3, 2009

MAIN STREET SECURITIES, LLC

CRD#: 47127

RESTON, VA

Past

January 26, 2004 - September 12, 2005

SPIRE WEALTH MANAGEMENT, LLC

RIA

CRD#: 113908

MCLEAN, VA

Past

January 20, 2004 - September 13, 2005

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

FAIRFIELD, IA

Past

August 12, 2003 - December 9, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

RICHMOND, VA

Past

July 24, 2003 - December 9, 2003

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

July 24, 2003 - December 9, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

COVENANT WEALTH ADVISORS

COVENANT WEALTH ADVISORS | FONVILLE WEALTH MANAGEMENT LLC | FONVILLE WEALTH MANAGEMENT

CRD#: 155221 / SEC#: 801-114868

RIA

Registered Investment Advisory firm - (3/22/2019 Approved)

California

Registered Investment Advisory firm - (5/3/2019 Terminated)

Texas

Registered Investment Advisory firm - (4/3/2019 Terminated)

Virginia

Registered Investment Advisory firm - (4/8/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Texas
(12/4/2023)

IAR

Virginia
(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

State Security Law Exam

IAR

Series 65

Date: 9/24/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 8/11/2003

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/18/2022

General Securities Representative Examination

General Industry/Product Exam

Series 52TO

Date: 8/18/2022

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/22/2003

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/18/2022

General Securities Principal Examination

Principal/Supervisory Exam

Series 53

Date: 8/18/2022

Municipal Securities Principal Examination

Current Firm

COVENANT WEALTH ADVISORS

COVENANT WEALTH ADVISORS | FONVILLE WEALTH MANAGEMENT LLC | FONVILLE WEALTH MANAGEMENT

CRD#: 155221 / SEC#: 801-114868

RIA

Registered Investment Advisory firm - (3/22/2019 Approved)

California

Registered Investment Advisory firm - (5/3/2019 Terminated)

Texas

Registered Investment Advisory firm - (4/3/2019 Terminated)

Virginia

Registered Investment Advisory firm - (4/8/2019 Terminated)

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Contact information

Main Address

8001 Franklin Farms Drive Rm 208, Richmond, VA 23229

Mailing Address

Phone number

(804) 729-5265

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

COVENANT WEALTH ADVISORS ADV PART 2A (2/4/2025)

Regulatory assets under management

Total Number of Accounts	1,567
AUM (Assets Under Management)	$ 653,008,459

Accountant 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
02/03/2023	Cover Page	Report
10/11/2022	Cover Page	Report

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

Matthew P. Brennan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Patrick Brennan's CRS (Customer Relationship Summary).

Certified licenses

Experience

ACORN FINANCIAL ADVISORY SERVICES, INC.

THE STRATEGIC FINANCIAL ALLIANCE, INC.

INDEPENDENT FINANCIAL GROUP, LLC

INDEPENDENT FINANCIAL GROUP, LLC

NATIONAL PLANNING CORPORATION

DOMINION WEALTH MANAGEMENT, INC.

MAIN STREET SECURITIES, LLC

SPIRE WEALTH MANAGEMENT, LLC

CAMBRIDGE INVESTMENT RESEARCH, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

COVENANT WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 9/24/2008

Series 66

Date: 8/11/2003

Series 7TO

Date: 8/18/2022

Series 52TO

Date: 8/18/2022

SIE

Date: 10/1/2018

Series 7

Date: 7/22/2003

Series 24

Date: 8/18/2022

Series 53

Date: 8/18/2022

Current Firm

COVENANT WEALTH ADVISORS

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

COVENANT WEALTH ADVISORS

TRUST BUT VERIFY

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