Brendan Mcelroy

Brendan Mcelroy Email and Phone Number

Financial Advisor @ Symmetry Partners, LLC
Holiday, FL, US
Brendan Mcelroy's Location
Smithfield, Rhode Island, United States, United States
About Brendan Mcelroy

Since joining Fidelity Investments, my role as an Investment Solutions Representative has allowed me to leverage my Series 7 expertise and financial advisory skills to provide exceptional client service. With a foundation in finance and financial management services from The American College of Financial Services, I've developed a strong competency in investment management. Our team’s dedication to excellence has been recognized with the Excellence in Action award, highlighting our collaborative efforts in enhancing customer relationships and delivering tailored investment solutions. My commitment to continuous improvement and client success is at the core of all we do.

Brendan Mcelroy's Current Company Details
Symmetry Partners, LLC

Symmetry Partners, Llc

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Financial Advisor
Holiday, FL, US
Website:
symmetrypartners.com
Employees:
74
Brendan Mcelroy Work Experience Details
  • Symmetry Partners, Llc
    Financial Advisor
    Symmetry Partners, Llc
    Holiday, Fl, Us
    View
  • Fidelity Investments
    Investment Solutions Representative
    Fidelity Investments Nov 2022 - Present
    View
  • Fidelity Investments
    Customer Relationship Advocate
    Fidelity Investments Sep 2021 - Nov 2022
    Smithfield, Rhode Island, United States
    View

Brendan Mcelroy Education Details

Frequently Asked Questions about Brendan Mcelroy

What company does Brendan Mcelroy work for?

Brendan Mcelroy works for Symmetry Partners, Llc

What is Brendan Mcelroy's role at the current company?

Brendan Mcelroy's current role is Financial Advisor.

What schools did Brendan Mcelroy attend?

Brendan Mcelroy attended The American College Of Financial Services.

Who are Brendan Mcelroy's colleagues?

Brendan Mcelroy's colleagues are David Connelly, Chris Loin, Elizabeth Brochu, Kim Goldberg, Kevin Scully, Cfa, John Mcdermott, Jt Lavery.

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