Best Investors Account Sign in
Inactive

Thomas Ryan Treadwell

Brennan Capital Management LLC

Amagansett, NY

Westport, CT

CRD 7853486

Claim This Profile
Employer firm

Brennan Capital Management LLC CRD 316432

$40.8M regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Brennan Capital Management Llc

8 Wright Street Suite 107, Westport, CT 06880 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-09
OH RA APPROVED 2025-11-17
CA RA APPROVED 2024-01-17
CT RA APPROVED 2024-01-17
NY RA APPROVED 2024-01-17
PA RA APPROVED 2024-01-17
TX RA APPROVED 2024-01-17
  • FL RA
    APPROVED
    Since 2026-01-09
  • OH RA
    APPROVED
    Since 2025-11-17
  • CA RA
    APPROVED
    Since 2024-01-17
  • CT RA
    APPROVED
    Since 2024-01-17
  • NY RA
    APPROVED
    Since 2024-01-17
  • PA RA
    APPROVED
    Since 2024-01-17
  • TX RA
    APPROVED
    Since 2024-01-17

Branch Locations

Amagansett, NY • United States

8 Wright Street Suite 107, Westport, CT 06880 • 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
Brennan Capital Management Amagansett NY 09/2023 Present
Smugglers' Notch Resort Jeffersonville VT 11/2022 09/2023
Unemployed Burlington VT 06/2022 10/2022
High School, The University Of Vermont Burlington VT 01/2014 05/2022
  • 09/2023 → Present
    Brennan Capital Management
    Amagansett, NY
  • 11/2022 → 09/2023
    Smugglers' Notch Resort
    Jeffersonville, VT
  • 06/2022 → 10/2022
    Unemployed
    Burlington, VT
  • 01/2014 → 05/2022
    High School, The University Of Vermont
    Burlington, VT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-30
  • S65 Uniform Investment Adviser Law Examination
    2023-12-30

View on SEC IAPD

More in Amagansett, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor