Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Fraleigh is an Investment Advisor Representative registered with Moment Private Wealth. Brendan is licensed in California. Brendan has been working in the financial industry since 2017. Brendan has worked for several organizations prior to joining Moment Private Wealth, including ICONIQ Capital and the University of Notre Dame. Brendan has a Series 65 license and is a registered Investment Advisor Representative with the state of California. Brendan specializes in working with high-net-worth individuals and families. Brendan also provides financial planning and portfolio management services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
03/15/2024 - Present
Moment Private Wealth (CLAYTON CA)
IA
Issued 03/20/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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