Brennan P Mccarthy

Employer firm

Boulevard CRD 164423

$119M regulatory AUM 11 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 06/2015 → 02/2017
  Boulevard Wealth Management, Inc.
  Eden Prairie, MN
• 02/2017 → Present
  Boulevard Wealth Management, Inc.
  Bloomington, MN

Other Businesses

Accident/Life/Health Insurance Agent (MN) License # 40540446 Brennan McCarthy is a partner of CBM Real Estate, LLC, a residential property rental business. He is entitled to income from CBM Real Estate, LLC, which is unrelated to the business of BOULEVARD.

Designations

• Certified Financial Planner