Unclaimed Profile

Brenden Patrick Melrose

HALBERT HARGROVE GLOBAL ADVISORS, LLC·LONG BEACH, California

Series 65Clean record14 years registeredHALBERT HARGROVE GLOBAL ADVISORS, LLC

111 WEST OCEAN BOULEVARD, LONG BEACH, CA 90802-7908CRD# 5401583Firm CRD# 105515

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brenden Patrick Melrose · LONG BEACH, CA

Registration

CRD #5401583 · HALBERT HARGROVE GLOBAL ADVISORS, LLC · 14 years registered

Brand Profile

Not yet started

Career History

HALBERT HARGROVE

Feb 2012 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 14, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HALBERT HARGROVE GLOBAL ADVISORS, LLC

CRD 105515 · SEC 801-33048

AUM

$3.2B

Regulatory assets under management

Employees

4,434 client accounts

Services offered by HALBERT HARGROVE GLOBAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at HALBERT HARGROVE GLOBAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Brenden Patrick Melrose offer?

Brenden Patrick Melrose specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LONG BEACH, California for a consultation.

What are Brenden Patrick Melrose's credentials?

Brenden Patrick Melrose is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brenden Patrick Melrose located?

Brenden Patrick Melrose is based in LONG BEACH, California, working with HALBERT HARGROVE GLOBAL ADVISORS, LLC. Their office serves clients in the LONG BEACH metropolitan area and surrounding communities.

How does Brenden Patrick Melrose charge for services?

Brenden Patrick Melrose's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HALBERT HARGROVE GLOBAL ADVISORS, LLC?

HALBERT HARGROVE GLOBAL ADVISORS, LLC has approximately 49 employees and manages $3.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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