Brendan McMurtrie has been an investment adviser representative at Financial Sense Advisors since March 2026, and is not listed among the firm’s executive officers or direct owners.
Financial Sense Advisors, Inc. is a San Diego, CA firm with $836M under management, 597 clients and 8 advisers in one office, as of its August 2026 filing.
Brendan McMurtrie is Senior Wealth Manager of Financial Sense Advisors, based in San Diego. He has been in the financial services industry for over 26 years, with experience in financial planning, investment management, operations and compliance. He has worked extensively with affluent individuals and small business owners, providing ongoing education and guidance toward their financial goals through comprehensive financial plans.
Brendan McMurtrie’s longest registration was 5 years at Axa Advisors, LLC (2012–2017). Before joining Financial Sense Advisors in 2026, Brendan McMurtrie was registered through Northwestern Mutual Investment Services,llc and Sorrento Pacific Financial, LLC.
- – present · under a yearSan Diego, CA · Adviser representative · Firm CRD 111090
- Northwestern Mutual Investment Services,llc– · 4 yearsSan Marcos, CA · Adviser representative · Firm CRD 2881
- Sorrento Pacific Financial, LLC– · 1 yearSan Diego, CA · Adviser representative · Firm CRD 127787
- Cuso Financial Services, L.P.– · 3 yearsSan Diego, CA · Adviser representative · Firm CRD 42132
- Axa Advisors, LLC– · 5 yearsCarlsbad, CA · Adviser representative · Firm CRD 6627
- Metlife Securities Inc.– · under a yearSan Diego, CA · Adviser representative · Firm CRD 14251
- LPL Financial Corporation– · under a yearBonsall, CA · Adviser representative · Firm CRD 6413
- NFP Securities, Inc.– · 1 yearBonsall, CA · Adviser representative · Firm CRD 42046
- Linsco/Private Ledger Corp.– · 1 yearSan Diego, CA · Adviser representative · Firm CRD 6413
- Citicorp Investment Services– · under a yearCarlsbad, CA · Adviser representative · Firm CRD 23988
Professional designations
Listed by Financial Sense Advisors
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- Retirement Income Certified Professional® (RICP®)
Investment adviser representative registrations
Brendan McMurtrie is registered as an investment adviser representative in California, since March 2026.
- CaliforniaSince 18 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 12 October 2004 |
| Series 31 | Futures Managed Funds Examination | 28 September 2001 |
| Series 65 | Uniform Investment Adviser Law Examination | 22 March 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 March 2001 |
| Series 7 | General Securities Representative Examination | 15 February 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Brendan Robert McMurtrie
- CRD
- 4001706
- Firm
- Financial Sense Advisors · CRD 111090
- Office
- 10920 VIA FRONTERA, SUITE 500, San Diego, CA 92127
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 2002
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- financialsensewealth.com
Where does Brendan McMurtrie work?
Brendan McMurtrie is an investment adviser representative registered through Financial Sense Advisors, Inc. since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Brendan McMurtrie a financial advisor?
Yes. Brendan McMurtrie has a current investment-adviser registration in California, through Financial Sense Advisors since March 2026.
How many years of experience does Brendan McMurtrie have?
Brendan McMurtrie has 23 years in the financial industry, since December 2002, across 9 adviser firms.
What exams has Brendan McMurtrie passed?
Brendan McMurtrie has passed 5 licensing exams: the Series 7, Series 63, Series 65, Series 31 and Series 24. The earliest, the Series 7, was passed in February 2000. FINRA credited Brendan McMurtrie with the SIE, which began in October 2018.
Where did Brendan McMurtrie work before Financial Sense Advisors?
Before Financial Sense Advisors, Brendan McMurtrie was registered through Northwestern Mutual Investment Services,llc, June 2021 to March 2026; Sorrento Pacific Financial, LLC, July 2019 to May 2021; Cuso Financial Services, L.P., November 2017 to May 2021; Axa Advisors, LLC, September 2012 to November 2017; Metlife Securities Inc., January 2012 to August 2012; LPL Financial Corporation, April 2009 to December 2009; NFP Securities, Inc., January 2008 to April 2009; Linsco/Private Ledger Corp., September 2004 to February 2006; Citicorp Investment Services, November 2003 to August 2004.
Where is Brendan McMurtrie based?
Brendan McMurtrie’s registered office is in San Diego, CA.
Is Brendan McMurtrie registered with FINRA?
Yes. Brendan McMurtrie has a current broker registration, under CRD 4001706.
Source: FINRA BrokerCheck
Is Brendan McMurtrie a CFP?
Financial Sense Advisors lists Brendan McMurtrie with the CFP credential (“CERTIFIED FINANCIAL PLANNER® (CFP®)”) on its website. CFP Board confirms certification status.
Source: Brendan McMurtrie biography, financialsensewealth.com
How can I verify Brendan McMurtrie’s record?
Search CRD 4001706 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Brendan McMurtrie’s full registration record.