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Brendan B

Series 63, Series 65

New Haven, CT

Wells Fargo Advisors

Brendan Birdsey is a financial advisor with Wells Fargo Advisors in New Haven, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Morgan Stanley DW Inc. He is the owner of two investment-related businesses, TBD, LLC and Birdsey Wealth Management, LLC. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options including retirement, education, and specialized niche services. Advisors utilize Wells Fargo’s research and planning tools to develop tailored recommendations delivered through meetings and written summaries, with clients choosing how to implement these strategies.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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