RB
Ryan C. Brennan
STRATEGIC ADVISERS LLC
SLEEPY HOLLOW, NY
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CRD#: 6775664
RB
Professional summary
Ryan Christopher Brennan, who also goes by Ryan Christopher Brennan, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Sleepy Hollow, New York and FIDELITY BROKERAGE SERVICES LLC located in Scarsdale, New York.
Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Ryan has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ryan Christopher 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.
(1) UNFCUA; Investment Related; 2 United Nations Plaza, New York, NY 10017; 03/2021 - Present; 160 hours; Operations Analyst to UNFCU Advisors (2) COPPER FINANCIAL, 9777 RIDGE DRIVE, LENEXA, KS 66219; BROKER-DEALER FIRM; INVESTMENT-RELATED BUSINESS; POSITION: INVESTMENT PROFESSIONAL; DUTIES: OPERATIONS ANALYST TO UNFCU ADVISORS; BEGAN 03/2021; TOTAL HOURS PER MONTH DEVOTED TO BUSINESS: 160; HOURS PER MONTH DURING TRADING HOURS DEVOTED TO BUSINESS: 160.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Christopher Brennan'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®
NoneExperience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 799 Central Park Ave Greenville Shopping Center, Scarsdale, NY 10583-2507RIA
CRD#: 104555
SLEEPY HOLLOW, NY
Current
July 7, 2023 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 799 Central Park Ave. Greenville Shopping Center, Scarsdale, NY 10583BD
CRD#: 7784
SCARSDALE, NY
Past
August 2, 2023 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SCARSDALE, NY
Past
April 15, 2021 - January 13, 2023
UNFCU ADVISORS LLC
RIA
CRD#: 136572
Long Island City, NY
Past
March 15, 2021 - December 31, 2022
COPPER FINANCIAL
BD
CRD#: 168203
Long Island City, NY
Past
June 8, 2019 - December 16, 2020
UNFCU ADVISORS LLC
RIA
CRD#: 136572
NEW YORK, NY
Past
January 1, 2019 - December 18, 2020
COPPER FINANCIAL
BD
CRD#: 168203
New York, NY
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Connecticut(7/7/2023)
RR
Delaware(9/15/2025)
RR
Florida(7/7/2023)
RR
New Jersey(7/7/2023)
RR
New York(7/7/2023)
IAR
New York(3/31/2025)
RR
Pennsylvania(9/15/2025)
RR
Texas(10/28/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/28/2018
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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.
