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Brendan Gilmartin Moody

Watershed Private Wealth LLC

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About Brendan Gilmartin Moody

Brendan Gilmartin Moody is an Investment Advisor Representative registered with Watershed Private Wealth LLC. Brendan has been in the financial industry since 2008 and has experience with Fidelity Brokerage Services LLC and AXA Advisors, LLC. Brendan is a licensed professional and holds the Series 7, 63, and 65 securities licenses. Brendan specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Brendan is also a Treasurer of the Fisher Falcon Education Foundation.

Firm Information

Brendan Moody is currently registered with Watershed Private Wealth LLC. Watershed Private Wealth LLC is an investment advisory firm based in Oak Brook, Illinois. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Watershed Private Wealth LLC manages approximately $263,375,888 in assets for 444 clients.
Watershed Private Wealth LLC

1415 W. 22ND STREET

OAK BROOK, IL 60523

$263.38M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brendan Moody’s Registration & Firm History

IL

04/04/2024 - Present

Watershed Private Wealth LLC (OAK BROOK IL)

IL

05/07/2010 - 03/15/2018

FIDELITY BROKERAGE SERVICES LLC (OAK BROOK IL)

IL

02/12/2008 - 12/16/2009

AXA ADVISORS, LLC (OAK BROOK IL)

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Licenses & Designations

IA

Issued 06/25/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/29/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/15/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/11/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Brendan Gilmartin Moody. Review regulatory record here.
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