Brendan McPoyle has been an investment adviser representative at Princeton Global Asset Management since June 2019, and is not listed among the firm’s executive officers or direct owners.
Princeton Global Asset Management LLC is a Princeton, NJ firm with $921M under management, 365 clients and 17 advisers in one office, as of its March 2026 filing.
Brendan McPoyle’s longest registration was 11 years at Affinity Wealth Management LLC (2006–2018). Before joining Princeton Global Asset Management in 2019, Brendan McPoyle was registered through Affinity Wealth Management LLC and Centaurus Financial, Inc.
- – present · 7 yearsHavertown, PA · Adviser representative · Firm CRD 146644
- Affinity Wealth Management LLC– · 1 yearWilmington, DE · Adviser representative · Firm CRD 290735
- Centaurus Financial, Inc.– · 4 yearsWilmington, DE · Adviser representative · Firm CRD 30833
- Affinity Wealth Management LLC– · 11 yearsWilmington, DE · Adviser representative · Firm CRD 105840
- TD Waterhouse Investor Services, Inc.– · 2 yearsKing of Prussia, PA · Adviser representative · Firm CRD 7870
Investment adviser representative registrations
Brendan McPoyle is registered as an investment adviser representative in New Jersey, since June 2019.
- New JerseySince 10 June 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 1 March 2006 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 18 February 2005 |
| Series 66 | Uniform Combined State Law Examination | 21 October 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 August 2002 |
| Series 55 | Limited Representative-Equity Trader Exam | 10 October 2001 |
| Series 7 | General Securities Representative Examination | 2 February 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Limited Representative-Equity Trader Exam
- Name
- General Securities Representative Examination
- Full name
- Brendan John McPoyle
- CRD
- 4322013
- Firm
- Princeton Global Asset Management · CRD 146644
- Office
- Havertown, PA
- Registration
- Investment adviser registration
- In the industry since
- July 2001
- Disciplinary history
- Not yet shown here · SEC record
Where does Brendan McPoyle work?
Brendan McPoyle is an investment adviser representative registered through Princeton Global Asset Management LLC since June 2019, and is not listed among the firm’s executive officers or direct owners.
Is Brendan McPoyle a financial advisor?
Yes. Brendan McPoyle has a current investment-adviser registration in New Jersey, through Princeton Global Asset Management since June 2019.
How many years of experience does Brendan McPoyle have?
Brendan McPoyle has 25 years in the financial industry, since July 2001, across 5 adviser firms.
What exams has Brendan McPoyle passed?
Brendan McPoyle has passed 6 licensing exams: the Series 7, Series 55, Series 63, Series 66, Series 9 and Series 10. The earliest, the Series 7, was passed in February 2001. FINRA credited Brendan McPoyle with the SIE, which began in October 2018.
Where did Brendan McPoyle work before Princeton Global Asset Management?
Before Princeton Global Asset Management, Brendan McPoyle was registered through Centaurus Financial, Inc., February 2009 to October 2013; Affinity Wealth Management LLC, May 2006 to February 2018; TD Waterhouse Investor Services, Inc., October 2003 to April 2006.
Where is Brendan McPoyle based?
Brendan McPoyle’s registered office is in Havertown, PA.
Is Brendan McPoyle registered with FINRA?
No. Brendan McPoyle has no current broker registration.
How can I verify Brendan McPoyle’s record?
Search CRD 4322013 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brendan McPoyle’s full registration record.
