Brendan D. O'rourke

GREENWAY FINANCIAL ADVISORS LLC

Watertown, MA

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CRD#: 6635708

Professional summary

Brendan Douglas O'rourke, CFP® is a registered financial advisor currently at GREENWAY FINANCIAL ADVISORS LLC located in Watertown, Massachusetts.

Brendan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Brendan has worked at 3 firms and has passed the Series 65 exam.

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 Douglas O'rourke'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®

CFP^®

Certified Financial Planner

Experience

Current

January 26, 2021 - Present

GREENWAY FINANCIAL ADVISORS LLC

RIA

CRD#: 168353

Watertown, MA

Past

June 30, 2020 - January 8, 2021

MONOGRAPH WEALTH ADVISORS, LLC

RIA

CRD#: 173949

EL SEGUNDO, CA

Past

April 26, 2016 - March 9, 2019

AURORA FINANCIAL ADVISORS, LLC

RIA

CRD#: 120985

WELLESLEY, MA

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

California
(3/16/2022)

IAR

Massachusetts
(1/26/2021)

IAR

New Hampshire
(3/29/2022)

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: 3/27/2015

Uniform Investment Adviser Law Examination

Current Firm

GREENWAY FINANCIAL ADVISORS LLC

GREENWAY FINANCIAL ADVISORS | O'LEARY, DENNIS MICHAEL | GREENWAY FINANCIAL ADVISORS, LLC | GREENWAY FINANCIAL ADVISORS LLC

CRD#: 168353 / SEC#:

California

Registered Investment Advisory firm - (3/16/2022 Approved)

Massachusetts

Registered Investment Advisory firm - (7/11/2013 Approved)

New Hampshire

Registered Investment Advisory firm - (3/29/2022 Approved)

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Contact information

Main Address

2 Burlington Woods Drive, Suite 100, Burlington, MA 01803

Mailing Address

Phone number

(339) 234-9098

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	294
AUM (Assets Under Management)	$ 82,018,053

Red Flags

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

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Brendan D. O'rourke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brendan Douglas O'rourke's CRS (Customer Relationship Summary).

Certified licenses

Experience

GREENWAY FINANCIAL ADVISORS LLC

MONOGRAPH WEALTH ADVISORS, LLC

AURORA FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/27/2015

Current Firm

GREENWAY FINANCIAL ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GREENWAY FINANCIAL ADVISORS LLC

TRUST BUT VERIFY

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