ADVISOR BIO

Brendan 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.

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ADVISOR BIO

Brendan Lynch is a financial advisor with over 10 years of experience in the industry. Brendan has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since December 2022. Prior to that, Brendan was with Morgan Stanley and UBS Financial Services Inc. Brendan holds Series 66, Series 7, and SIE licenses and is registered in 33 states. Brendan specializes in providing financial advice to individuals, businesses, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Brendan is committed to helping clients reach their financial goals.

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ADVISOR BIO

Brendan Wilmot Wells is a registered investment advisor representative with J.p. Morgan Securities LLC. Brendan has been in the industry since 2019 and has a Series 63, Series 65, and Series 7TO licenses. Brendan has been registered with J.p. Morgan Securities LLC since 2019. Brendan's office is located in Irvine, California.

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ADVISOR BIO

Brendan W. Halick is a financial advisor at Ameritas Advisory Services, LLC, a firm with a focus on providing comprehensive financial planning and investment management services. Brendan has a proven track record in the financial services industry, holding a Series 6, 7, 63 and 66 licenses. Brendan has experience in providing financial guidance to a range of clients, including individuals, families, businesses, and retirement plans. Brendan is committed to understanding the unique needs of each client and providing customized solutions that help them achieve their financial goals.

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ADVISOR BIO

Brendan Dempsey is a financial advisor associated with Wells Fargo Clearing Services, LLC. Brendan has been in the financial industry for over 10 years. Brendan is currently registered with the state of California and Texas. Brendan is also a registered representative of Wells Fargo Clearing Services, LLC, and a financial advisor with Wells Fargo Advisors LLC. Brendan is committed to providing clients with personalized financial advice and guidance.

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ADVISOR BIO

Brendan Campbell Poole is a registered investment advisor representative with RBC Capital Markets, LLC. Brendan has been in the industry since July 2012. Brendan has a Series 7, Series 24, Series 63, and Series 65 license. Brendan has worked for multiple firms, including First Republic Securities Company, LLC and J.P. Morgan Securities LLC. Brendan is currently licensed in California and Texas.

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ADVISOR BIO

Brendan Diette is a registered representative with Global Retirement Partners LLC. Brendan has been in the financial services industry since May 2007 and has worked at both Northwestern Mutual Investment Services, LLC and LPL Financial, LLC. Brendan is licensed in several states including California, Texas, Arizona, Colorado, Florida, Illinois, Iowa, Kansas, Maryland, Massachusetts, Montana, Nevada, New York, Oregon, Utah, Washington, and Wisconsin. Brendan also holds Series 6, 63, 26 and 65 licenses and has a SIE designation. Brendan can provide various financial services including portfolio management, financial planning and selection of other advisors.

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ADVISOR BIO

Brendan Cornies is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Brendan has over 4 years of experience in the financial services industry. Brendan holds the Series 7, 63, and 65 securities licenses. Brendan is registered to provide investment advice and services in California, New York, and Texas.

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ADVISOR BIO

Brendan Archibald is a financial advisor with Mercer Global Advisors Inc. Brendan has over 7 years of experience in the financial services industry. Brendan is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7 and 66 licenses. Brendan has worked with clients of all backgrounds, including individuals, families, businesses, and institutions. Brendan is passionate about helping clients achieve their financial goals.

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ADVISOR BIO

Brendan M. White is an investment advisor representative with J.p. Morgan Securities LLC. Brendan is licensed in 32 states and has been in the industry since 2009. Brendan has experience with Chase Investment Services Corp. and Lincoln Financial Advisors Corporation. Brendan's specializations include securities, mutual funds, variable annuities, fixed annuities and life insurance. Brendan earned the Certified Financial Planner designation and is a member of FINRA. Brendan is also the owner of rental property in Baja California, Mexico.

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