Brendan John Mcpoyle

Employer firm

Princeton Global Asset Management LLC CRD 146644

$921M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2006 → 01/2018
  Affinity Wealth Management, Inc.
  Wilmington, DE
• 10/2013 → 11/2017
  Coastal Equities, Inc.
  Wilmington, DE
• 11/2017 → Present
  Mercap Securities, Llc
  Paoli, PA
• 02/2018 → 06/2019
  Affinity Wealth Management, Llc
  Wilmington, DE

Previous Registrations

• 2018-02-09 → 2019-06-12
  Affinity Wealth Management Llc
  Wilmington, DE
• 2006-05-02 → 2018-02-09
  Affinity Wealth Management Llc
  Wilmington, DE
• 2009-02-05 → 2013-10-03
  Centaurus Financial, Inc.
  Wilmington, DE
• 2003-10-24 → 2006-04-21
  Td Ameritrade, Inc.
  King Of Prussia, PA
  Radnor, PA

Other Businesses

1. MerCap Securities, LLC - Registered Representative ­- Investment Related -­ Start Date ­ 11/2017 -­ Providing brokerage services to clients 3. Insurance Companies ­- Insurance Agent -­ Non ­investment related ­- Selling fixed, variable, general insurance policies 2. PRINCETON GLOBAL ASSET MANAGEMENT, LLC 17 HULFISH STREET, SUITE 240, PRINCETON, NJ 08542 609-945-1781. EMAIL: BRENDAN.MCPOYLE@PGAM-LLC.COM. BUSINESS IS AN LLC. NATURE OF BUSINESS: FINANCIAL SERVICES. INVESTMENT RELATED: YES. TITLE/POSITION: PARTNER AND WEALTH MANAGER. DUTIES OF POSITION: INVESTMENT MANAGEMENT AND FINANCIAL PLANNING. APPROX # HRS PER MONTH: 40. NUMBER OF HRS DURING SECURITIES TRADING HRS: 40. DATE ACTIVITY STARTED: 06/07/2019. FINANCIAL INTEREST: NO. COMPENSATION: K1

Exams

• S66 Uniform Combined State Law Examination
  2003-10-21
• S63 Uniform Securities Agent State Law Examination
  2002-08-28

Designations

• Certified Financial Planner

Other Names

• Brendan John Mcpoyle