Brendan J. Corcoran

VALENCE8

CAMBRIDGE, MA 02142

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CRD#: 5168027

Professional summary

Brendan James Corcoran is a registered financial advisor currently at VALENCE8 located in Cambridge, Massachusetts.

Brendan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Brendan has worked at 3 firms and has passed the Series 65, Series 63, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 James Corcoran'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

June 21, 2022 - Present

VALENCE8

Office #1: One Broadway 14th Floor, Cambridge, MA 02142

RIA

CRD#: 317389

CAMBRIDGE, MA

Past

December 10, 2020 - May 23, 2022

EVOKE ADVISORS

RIA

CRD#: 300856

CAMBRIDGE, MA

Past

August 13, 2007 - August 5, 2008

JEFFERIES LLC

CRD#: 2347

WALTHAM, MA

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".

VALENCE8

VALENCE8 | VALENCE8 US LP

CRD#: 317389 / SEC#: 801-122837

RIA

Registered Investment Advisory firm - (12/9/2021 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

Massachusetts
(6/21/2022)

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: 12/10/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/13/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 4/19/2023

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 8/10/2007

General Securities Representative Examination

Current Firm

VALENCE8

VALENCE8 | VALENCE8 US LP

CRD#: 317389 / SEC#: 801-122837

RIA

Registered Investment Advisory firm - (12/9/2021 Approved)

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Contact information

Main Address

One Broadway 14th Floor, Cambridge, MA 02142

Mailing Address

Phone number

(508) 281-9208

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VALENCE8 - FORM ADV PART 2A BROCHURE (3/20/2025)

Regulatory assets under management

Total Number of Accounts	11
AUM (Assets Under Management)	$ 1,402,242,456

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

Brendan J. Corcoran

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brendan James Corcoran's CRS (Customer Relationship Summary).

Certified licenses

Experience

EVOKE ADVISORS

JEFFERIES LLC

Primary Firm SEC Registration

VALENCE8

State Registrations and Notice Filings

Exams

Series 65

Date: 12/10/2020

Series 63

Date: 8/13/2007

Series 3

Date: 4/19/2023

Series 7

Date: 8/10/2007

Current Firm

VALENCE8

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VALENCE8

TRUST BUT VERIFY

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