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Patrick B
Series 63, Series 65
Winthrop, ME
OSAIC
Patrick Brennan is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Woodbury Financial Services, Inc. for 17 years. Brennan is also an insurance agent involved in life and health insurance sales through Brennan Partners Inc. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients, including high-net-worth investors and charitable organizations, offering integrated brokerage and advisory services alongside access to third-party money managers and unified managed accounts. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing across a variety of investment types while supporting both discretionary and non-discretionary account management.
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