Bryan A. Moylan

TRAVERSE PRIVATE WEALTH

Radnor, PA 19087

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CRD#: 4851231

Professional summary

Bryan Andrew Moylan, CFP®, who also goes by Bryan Moylan, is a registered financial advisor currently at TRAVERSE PRIVATE WEALTH located in Radnor, Pennsylvania.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Bryan has worked at 7 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bryan Moylan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Andrew Moylan's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

May 2, 2024 - Present

TRAVERSE PRIVATE WEALTH

Office #1: 201 King Of Prussia Road Suite 650, Radnor, PA 19087

RIA

CRD#: 329996

Radnor, PA

Past

April 3, 2023 - July 1, 2024

NORTHWEST ASSET MANAGEMENT

RIA

CRD#: 147923

Radnor, PA

Past

February 22, 2017 - April 27, 2020

BEACON POINTE WEALTH ADVISORS, LLC

RIA

CRD#: 151328

BALA CYNWYD, PA

Past

February 22, 2017 - April 3, 2023

BEACON POINTE ADVISORS, LLC

RIA

CRD#: 119290

BALA CYNWYD, PA

Past

November 23, 2011 - March 29, 2017

WALDEN CAPITAL ADVISORS, LLC

RIA

CRD#: 142292

BALA CYNWYD, PA

Past

October 20, 2008 - December 10, 2009

VERITAT ADVISORS

RIA

CRD#: 147947

PHILADELPHIA, PA

Past

September 30, 2004 - November 20, 2006

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(5/2/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/14/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/7/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 9/29/2004

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TRAVERSE PRIVATE WEALTH

TRAVERSE PRIVATE WEALTH | TRAVERSE PRIVATE WEALTH LLC

CRD#: 329996 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (5/2/2024 Approved)

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Contact information

Main Address

201 King Of Prussia Road Suite 650, Radnor, PA 19087

Mailing Address

Phone number

(484) 535-3844

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	61
AUM (Assets Under Management)	$ 23,789,538

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Bryan A. Moylan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Andrew Moylan's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRAVERSE PRIVATE WEALTH

NORTHWEST ASSET MANAGEMENT

BEACON POINTE WEALTH ADVISORS, LLC

BEACON POINTE ADVISORS, LLC

WALDEN CAPITAL ADVISORS, LLC

VERITAT ADVISORS

VANGUARD MARKETING CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 10/14/2008

Series 63

Date: 10/7/2004

Series 6

Date: 9/29/2004

Current Firm

TRAVERSE PRIVATE WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TRAVERSE PRIVATE WEALTH

TRUST BUT VERIFY

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