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Brendan Finnerty

BREACH INLET CAPITAL MANAGEMENT, LLC·MT. PLEASANT, South Carolina
SIE, Series 7, Series 63Clean recordBREACH INLET CAPITAL MANAGEMENT, LLC
75 PORT CITY LANDING, MT. PLEASANT, SC 29464CRD# 6769112Firm CRD# 282056

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brendan Finnerty · MT. PLEASANT, SC
Registration
CRD #6769112 · BREACH INLET CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
BREACH INLET CAPITAL MANAGEMENT, LLC
CRD 282056 · SEC 801-130497
AUM
$136M
Regulatory assets under management
Employees
3
1 client accounts
Services offered by BREACH INLET CAPITAL MANAGEMENT, LLC
Per Form ADV
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at BREACH INLET CAPITAL MANAGEMENT, LLC →
Introduction

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Frequently Asked Questions

What services does Brendan Finnerty offer?
Brendan Finnerty specializes in Retirement Planning, Wealth Management. Contact their office in MT. PLEASANT, South Carolina for a consultation.
What are Brendan Finnerty's credentials?
Brendan Finnerty is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brendan Finnerty located?
Brendan Finnerty is based in MT. PLEASANT, South Carolina, working with BREACH INLET CAPITAL MANAGEMENT, LLC. Their office serves clients in the MT. PLEASANT metropolitan area and surrounding communities.
How does Brendan Finnerty charge for services?
Brendan Finnerty's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BREACH INLET CAPITAL MANAGEMENT, LLC?
BREACH INLET CAPITAL MANAGEMENT, LLC has approximately 3 employees and manages $136M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BREACH INLET CAPITAL MANAGEMENT, LLC

Christopher Dennis Colvin
MT. PLEASANT, SC
David Donald Emmel
MT. PLEASANT, SC

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in South Carolina
GREENVILLE (88)CHARLESTON (52)COLUMBIA (48)FORT MILL (24)MOUNT PLEASANT (22)GREENWOOD (9)ROCK HILL (9)SPARTANBURG (8)SENECA (8)BLUFFTON (7)
City Guides
GREENVILLE GuideCHARLESTON GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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