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Brenden Patrick Melrose

Halbert Hargrove

Long Beach, CA

Poway, CA

Carlsbad, CA

CRD 5401583

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Employer firm

Halbert Hargrove CRD 105515

$4.20B regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Halbert Hargrove

111 West Ocean Boulevard 23Rd Floor, Long Beach, CA 90802-7908 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2012-02-14
  • CA RA
    APPROVED
    Since 2012-02-14

Branch Locations

111 West Ocean Boulevard 23Rd Floor, Long Beach, CA 90802-7908 • United States

Poway, CA • United States

5055 Avenida Encinas Suite 100K, Carlsbad, CA 92008 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Halbert Hargrove Global Advisors, Llc Long Beach CA 11/2014 12/2023
Halbert Hargrove Global Advisors, Llc Long Beach CA 12/2023 Present
  • 11/2014 → 12/2023
    Halbert Hargrove Global Advisors, Llc
    Long Beach, CA
  • 12/2023 → Present
    Halbert Hargrove Global Advisors, Llc
    Long Beach, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-02-13
  • S65 Uniform Investment Adviser Law Examination
    2012-02-13
Designations
  • Certified Financial Planner

View on SEC IAPD

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