BD

Brendan Thomas Donlevy

2 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B

Fee Structure

Financial Planning:Investment management only

This advisor earns commissions from securities transactions through Private Client Services, LLC. These commissions may be higher or lower than those charged by other broker-dealers. Types of commissions include those earned from buying or selling equity securities, mutual fund 12b-1 commissions, mutual fund trail commissions, or direct product sponsor commissions.

Areas of Practice
Investment Management
Loading...

Advisor Information

Office location

1 Executive Court, Suite #5, South Barrington, IL, 60010

Get directions
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Brendan is associated with VestGen Advisors, LLC, a Registered Investment Advisor. This activity takes nearly full-time hours.

Employment History
Current Registrations
Vestgen Advisors, LLC
November 2024 - Present · 1 yr 2 mos
Private Client Services, LLC Broker
November 2024 - Present · 1 yr 2 mos
Previous Registrations
Osaic Wealth, INC. Broker
August 2024 - November 2024 · 3 mos
Osaic Advisory Services, LLC
November 2023 - November 2024 · 1 yr
Triad Advisors LLCBroker
January 2023 - August 2024 · 1 yr 7 mos
State Registrations1 state
IL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Brendan Thomas Donlevy - Financial Advisor | AdvisorDiscover