Brendan Egan
Professional summary
Brendan Egan, who also goes by Brendan M Egan, Brendan Michael Egan, is a registered financial professional currently at CAIS CAPITAL LLC located in New York, New York.
Brendan is registered as a RR (Registered Representative) and started their career in finance in 2023. Brendan has worked at 3 firms and has passed the Series 63, Series 7TO and SIE exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Brendan Egan's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 26, 2026 - Present
CAIS CAPITAL LLC
Office #1: 527 Madison Avenue 2nd Floor & 8th Floor, New York, NY 10022November 7, 2023 - June 25, 2026
J.P. MORGAN SECURITIES LLC
April 8, 2023 - June 12, 2023
CREDIT SUISSE SECURITIES (USA) LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/26/2026)
(6/26/2026)
(6/26/2026)
Exams
Series 7TO
Date: 4/8/2023
General Securities Representative ExaminationFINRA
Current Firm
CAIS CAPITAL LLC
CRD#: 154512 / SEC#: , 8-68646
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CAPITAL INTEGRATION SYSTEMS LLC | PARENT/OWNER | |
| BROWN, MATTHEW CRAWFORD | CEO/MEMBER/EXECUTIVE REP. | 2160159 |
| COLLINS, MICHAEL PATRICK | CCO | 5366193 |
| KRZAK, ALEXANDER JACOB | POO | 6349160 |
| PARISE, JANICE DRU | FINOP/PFO | 2338583 |
| PREMSELAAR, MARC KLEIN | SENIOR MANAGING DIRECTOR | 5395973 |
| SHANNON, TIMOTHY BRIAN | PRESIDENT | 4461906 |
| WALKER, BRADLEY JAY | SENIOR MANAGING DIRECTOR | 5000838 |
Red Flags
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