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BM

Brendan M. Mcelroy

SYMMETRY PARTNERS
HOLIDAY, FL
Some features on this profile are disabled
CRD#: 7443250
BM

Professional summary

Brendan Michael Mcelroy, who also goes by Brendan Mcelroy, is a registered financial advisor currently at SYMMETRY PARTNERS located in Holiday, Florida.

Brendan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Brendan has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Brendan Mcelroy

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.
OBA-62742|OrgNmn:Amazon|Org Addr:glendale,Rhode Isla,US|OBA Nature:Internet-based Enterprise|Invst Rel:N|Title:Amazon Viner|Duties:Review products received|StrtDt:09-22-21|TotHrs/mon:5|TrdHrs/mon:0|OBA-101255|OrgNmn:BoxBreakerPandaLLC|Org Addr:Glendale,Rhode Isla,US|OBA Nature:Sports Card Retailer|Invst Rel:N|Title:Partner|Duties:Obtain inventory and manage sales of Inventory|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brendan Michael Mcelroy'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

September 11, 2025 - Present

SYMMETRY PARTNERS

RIA
CRD#: 120982
HOLIDAY, FL
Past

January 24, 2025 - September 11, 2025

MORGAN STANLEY

RIA
CRD#: 149777
Tampa, FL
Past

January 24, 2025 - September 11, 2025

MORGAN STANLEY

BD
CRD#: 149777
Tampa, FL
Past

February 8, 2023 - January 10, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
SMITHFIELD, RI
Past

March 3, 2022 - January 10, 2025

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI

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".
SP
SYMMETRY PARTNERS
CAIRN WEALTH ADVISORS | SYMMETRY PARTNERS,LLC DBA NELSON HUTSON FINANCIAL GROUP | SYMMETRY PARTNERS, LLC. | SYMMETRY PARTNERS, LLC | SYMMETRY PARTNERS | STRATEGIC PARTNERS WEALTH MANAGEMENT | STRATEGIC PARTNERS LLC | EVENTUM WEALTH MANAGEMENT, LLC

CRD#: 120982 / SEC#: 801-61342

RIA
Registered Investment Advisory firm - (7/26/2002 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.

Highlighted states indicate IAR registrations

IAR
Connecticut
(9/11/2025)
IAR
Florida
(9/16/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/27/2023
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 3/11/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/3/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/20/2022
Securities Industry Essentials Examination

Current Firm

SP
SYMMETRY PARTNERS
CAIRN WEALTH ADVISORS | SYMMETRY PARTNERS,LLC DBA NELSON HUTSON FINANCIAL GROUP | SYMMETRY PARTNERS, LLC. | SYMMETRY PARTNERS, LLC | SYMMETRY PARTNERS | STRATEGIC PARTNERS WEALTH MANAGEMENT | STRATEGIC PARTNERS LLC | EVENTUM WEALTH MANAGEMENT, LLC

CRD#: 120982 / SEC#: 801-61342

RIA
Registered Investment Advisory firm - (7/26/2002 Approved)
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Contact information

Main Address
151 National Drive, Glastonbury, CT 06033
Mailing Address
Phone number
(860) 734-2000
Established
Firm type
Fiscal year end
# of Employees
53

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SYMMETRY PARTNERS, LLC FORM ADV PART 2 3/23 (9/8/2025)

Regulatory assets under management

Total Number of Accounts13,224
AUM (Assets Under Management)$ 5,718,728,103

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.

Company Information

SYMMETRY PARTNERS

CRD#: 120982Holiday, FL

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