Brian M. Mclarney

MERRIMACK VALLEY FINANCIAL ADVISORS

Chelmsford, MA 01824

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CRD#: 6545415

Professional summary

Brian Michael Mclarney is a registered financial advisor currently at MERRIMACK VALLEY FINANCIAL ADVISORS, INC. located in Chelmsford, Massachusetts.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Brian has worked at 3 firms and has passed the Series 66, Series 63, SIE 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 Brian Michael Mclarney's 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

December 23, 2020 - Present

MERRIMACK VALLEY FINANCIAL ADVISORS, INC.

Office #1: 6 Courthouse Lane Unit 15, Chelmsford, MA 01824

RIA

CRD#: 124048

Chelmsford, MA

Past

September 12, 2018 - February 1, 2019

EDWARD JONES

RIA

CRD#: 250

CHELMSFORD, MA

Past

June 18, 2018 - February 1, 2019

EDWARD JONES

CRD#: 250

CHELMSFORD, MA

Past

November 23, 2015 - March 9, 2018

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

MERRIMACK, NH

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
(4/7/2021)

IAR

New Hampshire
(12/23/2020)

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: 8/22/2018

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/18/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/23/2015

General Securities Representative Examination

Current Firm

MERRIMACK VALLEY FINANCIAL ADVISORS, INC.

CRD#: 124048 / SEC#:

Massachusetts

Registered Investment Advisory firm - (9/18/1998 Approved)

New Hampshire

Registered Investment Advisory firm - (2/25/2005 Approved)

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Contact information

Main Address

6 Courthouse Lane Unit 15, Chelmsford, MA 01824

Mailing Address

Phone number

(978) 453-2222

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	246
AUM (Assets Under Management)	$ 45,875,015

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Brian M. Mclarney

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Michael Mclarney's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRIMACK VALLEY FINANCIAL ADVISORS, INC.

EDWARD JONES

EDWARD JONES

FIDELITY BROKERAGE SERVICES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/22/2018

Series 63

Date: 9/18/2014

SIE

Date: 10/1/2018

Series 7

Date: 11/23/2015

Current Firm

MERRIMACK VALLEY FINANCIAL ADVISORS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MERRIMACK VALLEY FINANCIAL ADVISORS, INC.

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