Colin Brennan

Current Employers

Employment History

• 06/2015 → 12/2025
  Fidelity Brokerage Services Llc
  Highland Park, IL
• 07/2018 → 12/2025
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → 12/2025
  Fidelity Investments
  Boston, MA
• 12/2025 → Present
  Shoreline Financial Partners
  Deerfield, IL
• 12/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 12/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 12/2025 → Present
  Shamrock Origins, Llc
  Grayslake, IL

Previous Registrations

• 2025-03-31 → 2025-12-17
  Strategic Advisers Llc
  Highland Park, IL
  Grayslake, IL
  Boston, MA
• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Highland Park, IL
• 2016-08-26 → 2018-07-13
  Strategic Advisers Llc
  Highland Park, IL

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 11/2017 APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS fixed insurance products 2. NAME OF OTHER BUSINESS: Shoreline Financial Partners INVESTMENT RELATED: Yes ADDRESS: same as registered location NATURE OF BUSINESS: DBA for financial services START DATE: 12/2025 POSITION/TITLE/RELATIONSHIP: Financial Advisor, Partner APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: Financial advising and planning.; 3. NAME OF OTHER BUSINESS: SHAMROCK ORIGINS, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ADVISORY INVESTMENT START DATE: 12/1/2025 POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: SHAMROCK ORIGINS IS THE OWNER OF FINANCIAL ADVISORY BUSINESS

Exams

• S66 Uniform Combined State Law Examination
  2015-11-20

Designations

Other Names

• Colin Patrick Brennan