Abbey Brennan has been an investment adviser representative at Acute Investment Advisory since October 2016, and is not listed among the firm’s executive officers or direct owners. Abbey Brennan holds a BS in Communication from the University of Arizona.
Acute Investment Advisory, LLC is a Mesa, AZ firm with $238M under management, 787 clients and 4 advisers across 4 offices, as of its February 2026 filing.
Abbey Brennan is Account Manager of Acute Wealth Advisors. She joined the firm in September 2015 and manages all incoming account paperwork and fund transfers. She has more than ten years' experience in the financial industry.
Abbey Brennan’s longest registration is the current one, 10 years at Acute Investment Advisory since 2016. Before joining Acute Investment Advisory in 2016, Abbey Brennan was registered through Wells Fargo Advisors, LLC.
- Acute Investment AdvisoryCurrent– present · 10 yearsMesa, AZ · Adviser representative · Firm CRD 170368
- Wells Fargo Advisors, LLC– · 3 yearsMesa, AZ · Adviser representative · Firm CRD 19616
Investment adviser representative registrations
Abbey Brennan is registered as an investment adviser representative in Arizona, since October 2016.
- ArizonaSince 21 October 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 14 November 2011 |
| Series 7 | General Securities Representative Examination | 18 July 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Abbey Elizabeth Brennan
- CRD
- 5102728
- Firm
- Acute Investment Advisory · CRD 170368
- Office
- 4856 EAST BASELINE ROAD, SUITE 104, Mesa, AZ 85206
- Registration
- Investment adviser registration
- In the industry since
- December 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- acutewealthadvisors.com
Where does Abbey Brennan work?
Abbey Brennan is an investment adviser representative registered through Acute Investment Advisory, LLC since October 2016, and is not listed among the firm’s executive officers or direct owners.
Is Abbey Brennan a financial advisor?
Yes. Abbey Brennan has a current investment-adviser registration in Arizona, through Acute Investment Advisory since October 2016.
How many years of experience does Abbey Brennan have?
Abbey Brennan has 13 years in the financial industry, since December 2012, across 2 adviser firms.
What exams has Abbey Brennan passed?
Abbey Brennan has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2011. FINRA credited Abbey Brennan with the SIE, which began in October 2018.
Where did Abbey Brennan work before Acute Investment Advisory?
Before Acute Investment Advisory, Abbey Brennan was registered through Wells Fargo Advisors, LLC, November 2011 to September 2015.
Where is Abbey Brennan based?
Abbey Brennan’s registered office is in Mesa, AZ.
Is Abbey Brennan registered with FINRA?
No. Abbey Brennan has no current broker registration.
How can I verify Abbey Brennan’s record?
Search CRD 5102728 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Abbey Brennan’s full registration record.
