Brendan L. Mcewan

RZH ADVISORS LLC

Stamford, CT 06901

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CRD#: 5835611

Professional summary

Brendan Lauder Mcewan, CFP®, who also goes by Brendan Mcewan, is a registered financial advisor currently at RZH ADVISORS LLC located in Stamford, Connecticut.

Brendan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Brendan has worked at 5 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brendan Mcewan

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 Lauder Mcewan'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: 2016

Experience

Current

March 4, 2022 - Present

RZH ADVISORS LLC

Office #1: One Landmark Square 11th Floor, Stamford, CT 06901

RIA

CRD#: 125696

Stamford, CT

Past

July 15, 2019 - September 13, 2021

HIGHTOWER ADVISORS, LLC

RIA

CRD#: 145323

Beverly Hills, CA

Past

October 31, 2018 - August 8, 2019

LOURDMURRAY

RIA

CRD#: 140305

BEVERLY HILLS, CA

Past

December 9, 2013 - April 21, 2015

HHG & COMPANY, LLC

RIA

CRD#: 104769

DARIEN, CT

Past

October 11, 2010 - February 7, 2011

EDWARD JONES

RIA

CRD#: 250

NEW CANAAN, CT

Past

September 24, 2010 - February 7, 2011

EDWARD JONES

CRD#: 250

NEW CANAAN, CT

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".

RZH ADVISORS LLC

RELYEA ZUCKERBERG HANSON, LLC | RZH ADVISORS LLC

CRD#: 125696 / SEC#: 801-71454

RIA

Registered Investment Advisory firm - (5/17/2010 Approved)

Connecticut

Registered Investment Advisory firm - (5/18/2010 Terminated)

New York

Registered Investment Advisory firm - (5/18/2010 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

Connecticut
(3/4/2022)

IAR

Texas
(10/19/2022)

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: 12/18/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 10/8/2010

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 9/23/2010

General Securities Representative Examination

Current Firm

RZH ADVISORS LLC

RELYEA ZUCKERBERG HANSON, LLC | RZH ADVISORS LLC

CRD#: 125696 / SEC#: 801-71454

RIA

Registered Investment Advisory firm - (5/17/2010 Approved)

Connecticut

Registered Investment Advisory firm - (5/18/2010 Terminated)

New York

Registered Investment Advisory firm - (5/18/2010 Terminated)

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Contact information

Main Address

One Landmark Square 11th Floor, Stamford, CT 06901

Mailing Address

Phone number

(203) 355-0880

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (1/30/2026)

Regulatory assets under management

Total Number of Accounts	1,698
AUM (Assets Under Management)	$ 2,448,559,106

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/22/2025	Cover Page	Report
10/22/2025	Cover Page	Report
11/13/2024	Cover Page	Report
10/04/2023	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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Brendan L. Mcewan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brendan Lauder Mcewan's CRS (Customer Relationship Summary).

Certified licenses

Experience

HIGHTOWER ADVISORS, LLC

LOURDMURRAY

HHG & COMPANY, LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

RZH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/18/2013

Series 66

Date: 10/8/2010

Series 7

Date: 9/23/2010

Current Firm

RZH ADVISORS LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

RZH ADVISORS LLC

TRUST BUT VERIFY

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