Brendan Mcpoyle
Brendan Mcpoyle is a CFP-designated registered investment advisor at Princeton Global Asset Management LLC, based in Havertown, PA, with 24 years of industry experience. Brendan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Real Estate Investing, and 2 more. Their firm serves 442 clients with $780M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PGAM's fees are based on a percentage of the value of your portfolio and are typically charged quarterly. The specific fee is negotiable, but PGAM will not assess any advisory fee in excess of 1.50%. You may also incur brokerage commissions and other fees.
Location
Havertown, PA
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Regulatory History
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 ActivitiesSells Insurance
Brendan works as a registered representative for MerCap Securities, LLC, providing brokerage services. He is also a partner and wealth manager at Princeton Global Asset Management, LLC, focusing on investment management and financial planning, dedicating about a quarter of his time. Brendan also sells fixed, variable, and general insurance policies.
Employment History
Current Registrations
Princeton Global Asset Management LLC
Previous Registrations
Affinity Wealth Management LLC
Mercap Securities, LLCBroker
Coastal Equities, INC.Broker
Centaurus Financial, INC.
Affinity Wealth Management LLC
Centaurus Financial, INC.Broker
TD Waterhouse Investor Services, INC.
TD Waterhouse Investor Services, INC.Broker
Planco Financial Services, INC.Broker
Susquehanna Capital GroupBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.