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Brendan Edward Devine

Carret Asset Management, LLC

New York, NY

Englewood, NJ

CRD 6880893

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Employer firm

Carret Asset Management, LLC CRD 131445

$3.46B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)

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

Current Employers
Carret Asset Management, Llc

360 Madison Avenue 20Th Floor, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-12-14
NY RA APPROVED 2023-11-22
TX RA APPROVED 2023-11-22
  • NJ RA
    APPROVED
    Since 2023-12-14
  • NY RA
    APPROVED
    Since 2023-11-22
  • TX RA
    APPROVED
    Since 2023-11-22

Branch Locations

360 Madison Avenue 20Th Floor, New York, NY 10017 • United States

Englewood, NJ • 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
Marketaxess New York NY 08/2017 05/2023
Bentley University Waltham MA 08/2013 08/2017
Tesla Motors Paramus NJ 06/2015 12/2016
Carret Asset Management, Llc New York NY 07/2023 Present
  • 08/2017 → 05/2023
    Marketaxess
    New York, NY
  • 08/2013 → 08/2017
    Bentley University
    Waltham, MA
  • 06/2015 → 12/2016
    Tesla Motors
    Paramus, NJ
  • 07/2023 → Present
    Carret Asset Management, Llc
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-22
S63 Uniform Securities Agent State Law Examination 2018-02-21
  • S65 Uniform Investment Adviser Law Examination
    2023-11-22
  • S63 Uniform Securities Agent State Law Examination
    2018-02-21

View on SEC IAPD

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