Brendan Dineen

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

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

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-05-20
NJ	RA	APPROVED	2025-03-31
NY	RA	APPROVED	2025-03-31

Branch Locations

57 State Route 23 West Belt Plaza, Wayne, NJ 07470-6936 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Cornwall Central High School	New Windsor	NY	12/2018	06/2019
Cornwall Central Middle School / Cornwall Central High School	Cornwall	NY	06/2014	03/2018
Strategies For Wealth	Manhattan	NY	06/2023	08/2023
Fidelity Investments	Wayne	NJ	07/2024	Present
Vans	Woodbury	NY	09/2021	06/2024
Peekskill Basketball Camp	Peekskill	NY	08/2018	08/2018
Lee Road Summer Camp	Cornwall	NY	07/2019	08/2019
Orange County Community College	Newburgh	NY	08/2019	08/2021
Capri Restaurant	New Windsor	NY	03/2018	11/2018
Cosimos	Newburgh	NY	08/2021	05/2022
Fidelity Investments	Boston	MA	03/2025	Present

12/2018 → 06/2019

Cornwall Central High School

New Windsor, NY
06/2014 → 03/2018

Cornwall Central Middle School / Cornwall Central High School

Cornwall, NY
06/2023 → 08/2023

Strategies For Wealth

Manhattan, NY
07/2024 → Present

Fidelity Investments

Wayne, NJ
09/2021 → 06/2024

Vans

Woodbury, NY
08/2018 → 08/2018

Peekskill Basketball Camp

Peekskill, NY
07/2019 → 08/2019

Lee Road Summer Camp

Cornwall, NY
08/2019 → 08/2021

Orange County Community College

Newburgh, NY
03/2018 → 11/2018

Capri Restaurant

New Windsor, NY
08/2021 → 05/2022

Cosimos

Newburgh, NY
03/2025 → Present

Fidelity Investments

Boston, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-11-13