RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
B•••••• L••••• M•••••
- Professional profile
- linkedin.com/in/brendan-mcewan-cfp%C2%AE-371a9220reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- R•• A••••••• L•• independent RIA currentsince Mar 4, 2022 · Stamford, Ct
- H•••••••• A•••••••• L•• BD affiliatedJul 15, 2019 to Sep 13, 2021 · Beverly Hills, Ca
- L••••••••• formerOct 31, 2018 to Aug 8, 2019 · Beverly Hills, Ca
- H•• • C••••••• L•• formerDec 9, 2013 to Apr 21, 2015 · Darien, Ct
- E••••• J•••• national BDOct 11, 2010 to Feb 7, 2011 · St Louis, Mo
- H•••••••• A•••••••• L•• to R•• A••••••• L••left Sep 13, 2021, registered Mar 4, 2022 (172 days) · Affiliated broker-dealer or bank to independent RIA
- L••••••••• to H•••••••• A•••••••• L••left Aug 8, 2019, registered Jul 15, 2019 (-24 days) · RIA to affiliated broker-dealer or bank · moved with a team
- H•• • C••••••• L•• to L•••••••••left Apr 21, 2015, registered Oct 31, 2018 (1289 days) · Other
- E••••• J•••• to H•• • C••••••• L••left Feb 7, 2011, registered Dec 9, 2013 (1036 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address