Brendan T. Donlevy

VESTGEN ADVISORS

South Barrington, IL 60010

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CRD#: 6958581

Professional summary

Brendan Thomas Donlevy, who also goes by Brendan Thomas Donlevy, Brendan Donlevy, is a registered financial advisor currently at VESTGEN ADVISORS, LLC located in South Barrington, Illinois and PRIVATE CLIENT SERVICES, LLC located in South Barrington, Illinois.

Brendan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Brendan has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brendan Thomas Donlevy | Brendan Donlevy

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) VestGen Advisors, LLC. 1605 West Colonial Parkway, Inverness, IL 60067. RIA. 120 hrs/mo; 120 during trading hrs.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brendan Thomas Donlevy'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

November 1, 2024 - Present

VESTGEN ADVISORS, LLC

Office #1: 1 Executive Court Suite 5, South Barrington, IL 60010

RIA

CRD#: 318657

South Barrington, IL

Current

November 1, 2024 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 1 Executive Court, Suite #5, South Barrington, IL 60010

RIA

CRD#: 120222

South Barrington, IL

Past

August 23, 2024 - November 21, 2024

OSAIC WEALTH, INC.

CRD#: 23131

South Barrington, IL

Past

November 16, 2023 - November 21, 2024

OSAIC ADVISORY SERVICES, LLC

RIA

CRD#: 171070

South Barrington, IL

Past

January 19, 2023 - August 23, 2024

TRIAD ADVISORS LLC

CRD#: 25803

South Barrington, IL

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".

VESTGEN ADVISORS, LLC

CRD#: 318657 / SEC#: 801-123390

RIA

Registered Investment Advisory firm - (3/4/2022 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.

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

Illinois
(11/1/2024)

IAR

Illinois
(11/1/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/13/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/19/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 4/6/2022

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

VESTGEN ADVISORS, LLC

CRD#: 318657 / SEC#: 801-123390

RIA

Registered Investment Advisory firm - (3/4/2022 Approved)

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Contact information

Main Address

1605 West Colonial Parkway, Inverness, IL 60067

Mailing Address

Phone number

(312) 237-4446

Established

Firm type

Fiscal year end

# of Employees

115

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VESTGEN ADVISORS - WRAP FEE BROCHURE (3/31/2025)

VGA - ADV FORM 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	9,800
AUM (Assets Under Management)	$ 3,470,310,102

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 T. Donlevy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brendan Thomas Donlevy's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

OSAIC WEALTH, INC.

OSAIC ADVISORY SERVICES, LLC

TRIAD ADVISORS LLC

Primary Firm SEC Registration

VESTGEN ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/13/2023

Series 7TO

Date: 1/19/2023

SIE

Date: 4/6/2022

FINRA

Current Firm

VESTGEN ADVISORS, LLC

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VESTGEN ADVISORS, LLC

TRUST BUT VERIFY

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