Brendan J Mcdonnell

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 07/2019 → 06/2024
  Blackrock
  Boston, MA
• 07/2019 → 06/2024
  Blackrock Investments Ll
  Boston, MA
• 08/2015 → 05/2019
  University Of Dayton
  Dayton, OH
• 03/2024 → Present
  Lpl Financial, Llc
  Darien, IL

Previous Registrations

• 2019-11-01 → 2024-04-25
  Blackrock Investment Management, Llc
  Boston, MA
  Princeton, NJ
  Chicago, IL

Other Businesses

1- 08/2024 / Louis Knox Financial / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 2- 08/2024 / Anam Cara Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s)

Exams

• S66 Uniform Combined State Law Examination
  2019-10-30

Other Names

• Brendan Mcdonnell
• Brendan James Mcdonnell