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Inactive

Shane Patrick Brennan

Savant Wealth Management

Westwood, MA

Rockford, IL

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-03-16
  • MA RA
    APPROVED
    Since 2026-03-16

Branch Locations

100 Lowder Brook Drive Suite 1000, Westwood, MA 02090 • United States

190 Buckley Drive, Rockford, IL 61107 • 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
Keenan Financial Boston MA 11/2024 12/2024
University Of Delaware Newark DE 08/2019 05/2024
Wallkill Group Sussex NJ 06/2017 08/2019
None Sussex NJ 08/2014 06/2017
Wallkill Group Sussex NJ 05/2024 11/2024
Heritage Financial Services Westwood MA 01/2025 02/2026
Savant Wealth Management Rockford IL 02/2026 Present
  • 11/2024 → 12/2024
    Keenan Financial
    Boston, MA
  • 08/2019 → 05/2024
    University Of Delaware
    Newark, DE
  • 06/2017 → 08/2019
    Wallkill Group
    Sussex, NJ
  • 08/2014 → 06/2017
    None
    Sussex, NJ
  • 05/2024 → 11/2024
    Wallkill Group
    Sussex, NJ
  • 01/2025 → 02/2026
    Heritage Financial Services
    Westwood, MA
  • 02/2026 → Present
    Savant Wealth Management
    Rockford, IL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-29
  • S65 Uniform Investment Adviser Law Examination
    2024-10-29

View on SEC IAPD

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JOHN JOSEPH MCCARTHY
LINDA ANITA ODEGAARD
STEPHANIE LYNNE
GREGORY PAUL HART
DAVID CHARLES BARANOWSKI

Other Offices

WEALTHY CHOICES (R) · WESTWOOD, MA
LPL FINANCIAL LLC · WESTWOOD, MA
LPL FINANCIAL LLC · WESTWOOD, MA
MODERA WEALTH MANAGEMENT, LLC · WESTWOOD, MA
STAGE HARBOR FINANCIAL · WESTWOOD, MA
DOVER INVESTMENT ADVISORY CORPORATION · WESTWOOD, MA
CHARLESBRIDGE ADVISORS · DEDHAM, MA
BECK BODE LLC · DEDHAM, MA

More in Westwood, MA

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