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Ryan Brennan

Advisor at McMillan Analysis Corporation

Updated today
McMillan Analysis Corporation logo

Firm

McMillan Analysis Corporation

Location

Randolph, NJ

Credentials

Series 65

Industry experience

19 years

About

Ryan Brennan is a Series 65-licensed advisor with McMillan Analysis Corporation, where he has worked since 2005. He has 19 years of industry experience and is based in Randolph, NJ. McMillan Analysis Corporation serves individuals, including high-net-worth clients, as well as banks, investment companies, trusts, and other advisers. The firm specializes in discretionary portfolio management focused on option-based strategies, combining active asset management with a commercial publishing and data business that includes subscription newsletters, seminars, and software products.

Client services

Based on McMillan Analysis Corporation

Portfolio management Newsletters or periodicals Educational seminars or workshops
Financial consulting and expert witness services

Expertise

Based on McMillan Analysis Corporation

Options & derivatives strategies Active portfolio management

Fee options

Percentage

$0 - $300,000: 3.00% annually $300,001+: 2.50% annually

Project-based

Consulting services: $400/hour; Expert witness services: $300/hour (preparation), $500/hour (trial/hearing appearance)

Performance-based

20% of net profits with a minimum annual fee of 1% of year-end net asset value for qualified clients

Subscriptions

The Option Strategist: $345/year; The Daily Strategist: $3,000/year or $395/month; Daily Volume Alerts: $1,495/year or $199/month; The Strategy Zone data service: $195/year or $25/month; Option Work Bench: $594/year or $34.95/month; Put-call ratio charts via email: $80/year

Other

Account minimum: $100,000 Fee-only: Traditional asset management fees based on assets under management; consulting and expert witness services charged hourly; subscription fees for newsletters and data services; seminar fees.

Location

Randolph, NJ

Most active in

California · Florida · New Jersey · Texas

Work history

McMillan Analysis Corp.

2005 - Present (21 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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