Moira Brennan

Employer firm

Pfs Investments Inc. CRD 10111

$15.5B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 06/2019 → 02/2020
  Pfs Investments Inc.
  Arlington Heights, IL
• 03/2016 → Present
  Primerica Financial Services
  Rolling Meadows, IL
• 09/2015 → 05/2019
  Emerson College
  Boston, MA
• 01/2019 → 05/2019
  Stagecoach Entertainment
  Los Angeles, CA
• 05/2017 → 09/2017
  Entertainment Cruises
  Chicago, IL
• 05/2016 → 09/2016
  Westmoreland Country Club
  Wilmette, IL
• 09/2019 → Present
  Medline Industries Lp
  Northfield, IL
• 06/2022 → Present
  Pfs Investment Inc.
  Rollings Meadows, IL
• 01/2021 → Present
  Sns Kathleen Brennan
  Glenview, IL
• 06/2026 → Present
  Brennan Financial Group
  Rolling Meadows, IL

Other Businesses

Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. As of 06/24/2026 these sales activities will be conducted under the D/B/A of Brennan Financial Group. I may also receive non-investment-related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home-related services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-09
• S63 Uniform Securities Agent State Law Examination
  2023-04-01

Other Names

• Moira Kathleen Brennan