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64 Lyme Rd., Hanover, NH 03755 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-04-11 |
| NH | RA | APPROVED | 2017-11-15 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments, Inc. | Hanover | NH | 04/2011 | Present |
| Brendel & Fisher Wealth Management, Llc | Hanover | NH | 04/2011 | 10/2017 |
| Brendel Financial Advisors Llc | Hanover | NH | 11/2017 | Present |
1. BRENDEL FINANCIAL ADVISORS LLC; YES; 64 LYME RD, HANOVER, NH, 03755; RIA; FINANCIAL ADVISOR; PARTNER/BRANCH MANAGER; 4/2011; 40HRS; 6.5; ACCOUNT MANAGEMENT, CLIENT SERVICES, AND RESEARCH. 2. Fixed Insurance. Not Investment Related. 64 Lyme Road, Hanover, NH 03755. Life Insurance. Agent. 10/2016. 1 Hr/Mo; All During Trading Hours. Provide Life Insurance for Existing Clients Based on their Need and/or at their Request.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1988-04-19 |
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