SB
Stephen Brennan
from Alhambra Investment Management LLC
Stephen Brennan is a financial advisor based in Florida, Palmetto Bay,
with 26 years of experience. Stephen currently works for
Alhambra Investment Management LLC.
Stephen maintains the following licenses: S65 (Uniform Investment Adviser Law Examination), S63 (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Stephen Brennan works at Alhambra Investment Management LLC
Alhambra Investment Management LLC is a financial advisory firm based in Palmetto Bay, Florida. It currently has approximately $196,915,629 of assets under management and employs about 6 people. Alhambra Investment Management LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Uniform Securities Agent State Law Examination (S63)
Years registered
12 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
8925 Sw 148 Street, Suite 214, Palmetto Bay, Florida, 33176
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