BC
Brendan Cummins
ASYMMETRIC ADVISORS
Aliso Viejo, CA 92656
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CRD#: 7703108
BC
Professional summary
Brendan Cummins is a registered financial advisor currently at ASYMMETRIC ADVISORS located in Aliso Viejo, California.
Brendan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Brendan has worked at 1 firm 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.
CRS (Client Relationship Summary) - RIA
Click below to view Brendan Cummins'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
August 22, 2023 - Present
ASYMMETRIC ADVISORS
Office #1: 16b Journey Ste 110, Aliso Viejo, CA 92656RIA
CRD#: 325460
Aliso Viejo, CA
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(8/22/2023)
Current Firm
AA
ASYMMETRIC ADVISORS
ASYMMETRIC ADVISORS | ASYMMETRIC ADVISORS LLC
CRD#: 325460 / SEC#:
California
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Contact information
Main Address
16b Journey Ste 110, Aliso Viejo, CA 92656
Mailing Address
Phone number
(602) 434-1765
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 4 |
| AUM (Assets Under Management) | $ 600,000 |
Red Flags
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