Brendan Michael Whelan

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 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

• 08/2018 → 05/2020
  Quinnipiac University
  Hamden, Ct , CT
• 01/2021 → 11/2024
  Farmingdale State College
  Farmingdale, Ny, NY
• 02/2023 → 05/2023
  Kuttin Wealth Management
  Hauppauge, Ny, NY
• 10/2024 → 10/2025
  John Savoretti Realty
  Franklin Square, Ny, NY
• 11/2024 → 03/2026
  Teachers Federal Credit Union
  East Northport, Ny, NY
• 08/2014 → 06/2018
  Smithtown High School West
  Smithtown, Ny, NY
• 05/2020 → 01/2021
  Unemployed
  Smithtown, Ny, NY
• 05/2026 → Present
  Lpl Enterprise Llc
  Melville, NY
• 11/2024 → Present
  All The Best Realty Inc
  Franklin Square , NY

Other Businesses

1. 05/11/2026 - BRENDAN WHELAN, N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – Smithtown, NY – OBA Start Date: 04/30/2026 2. 05/11/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – Smithtown, NY – OBA Start Date: 04/30/2026 3. 05/11/2026 - All the Best Realty Inc. - Mortgage/Real Estate Services - Inv Related – 6 Hour(s)/Month – 0 Hour(s) During Trading – Franklin Square, NY – OBA Start Date: 11/01/2024

Exams

• S66 Uniform Combined State Law Examination
  2026-08-27