BM
CFP
BM
CFP

Brendan Lauder Mcewan

8 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingDivorce PlanningCharitable GivingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
432 clients
Average Client Portfolio
$4.9M average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$5M
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Location

One Landmark Square, 11th Floor, Stamford, CT, 06901

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History

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.

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Employment History
Current Registrations
Rzh Advisors LLC
March 2022 - Present · 3 yrs 11 mos
Previous Registrations
Hightower Advisors, LLC
July 2019 - September 2021 · 2 yrs 2 mos
Lourdmurray
October 2018 - August 2019 · 10 mos
Hhg & Company, LLC
December 2013 - April 2015 · 1 yr 4 mos
Edward Jones
October 2010 - February 2011 · 4 mos
State Registrations2 states
CTTX
Advisor
Exams
No exam information available for this advisor.