Best Investors Account Sign in
Inactive

Brendan Ryan Walsh

Kendall Capital Management

Rockville, MD

CRD 8180349

Claim This Profile
Employer firm

Kendall Capital Management CRD 134740

$744M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Kendall Capital Management

2000 Tower Oaks Boulevard Suite 240, Rockville, MD 20852 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-12-18
  • MD RA
    APPROVED
    Since 2025-12-18

Branch Locations

2000 Tower Oaks Boulevard Suite 240, Rockville, MD 20852 • 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
Kendall Capital Management, Inc. Rockville MD 10/2025 Present
Mv Financial Bethesda MD 04/2025 09/2025
Unemployed Rockville MD 05/2024 04/2025
Pathstone Family Office Llc Potomac MD 06/2018 05/2024
Chickasaw Nation Industries Arlington VA 06/2017 06/2018
Cambridge Associates Llc Arlington VA 08/2014 03/2017
  • 10/2025 → Present
    Kendall Capital Management, Inc.
    Rockville, MD
  • 04/2025 → 09/2025
    Mv Financial
    Bethesda, MD
  • 05/2024 → 04/2025
    Unemployed
    Rockville, MD
  • 06/2018 → 05/2024
    Pathstone Family Office Llc
    Potomac, MD
  • 06/2017 → 06/2018
    Chickasaw Nation Industries
    Arlington, VA
  • 08/2014 → 03/2017
    Cambridge Associates Llc
    Arlington, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-17
  • S65 Uniform Investment Adviser Law Examination
    2025-12-17

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Rockville, MD

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor