Brendan Moleski

CONSERVEST CAPITAL ADVISORS

Wynnewood, PA 19096

Some features on this profile are disabled

CRD#: 5809385

Professional summary

Brendan Moleski is a registered financial advisor currently at CONSERVEST CAPITAL ADVISORS INC located in Wynnewood, Pennsylvania.

Brendan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Brendan has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Brendan Moleski's CRS (Customer Relationship Summary).

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®

None

Experience

Current

October 27, 2015 - Present

CONSERVEST CAPITAL ADVISORS INC

Office #1: 257 E. Lancaster Avenue Suite 205, Wynnewood, PA 19096

RIA

CRD#: 111353

Wynnewood, PA

Past

March 20, 2014 - September 25, 2015

CAPITAL ANALYSTS

RIA

CRD#: 162200

WYNCOTE, PA

Past

July 11, 2013 - September 25, 2015

LINCOLN INVESTMENT

RIA

CRD#: 519

WYNCOTE, PA

Past

July 11, 2013 - September 25, 2015

LINCOLN INVESTMENT

CRD#: 519

WYNCOTE, PA

Past

February 11, 2013 - June 21, 2013

VALLEY FORGE ASSET MANAGEMENT, LLC

RIA

CRD#: 7438

KING OF PRUSSIA, PA

Past

February 11, 2013 - June 21, 2013

VALLEY FORGE ASSET MANAGEMENT, LLC

CRD#: 7438

KING OF PRUSSIA, PA

Past

December 21, 2011 - October 26, 2012

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

LANGHORNE, PA

Past

August 1, 2011 - October 26, 2012

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

LANGHORNE, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CONSERVEST CAPITAL ADVISORS INC

CRD#: 111353 / SEC#: 801-44462

RIA

Registered Investment Advisory firm - (7/30/1993 Approved)

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
(10/27/2015)

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 66

Date: 10/27/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 9/25/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/29/2011

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/8/2013

General Securities Principal Examination

Current Firm

CONSERVEST CAPITAL ADVISORS INC

CRD#: 111353 / SEC#: 801-44462

RIA

Registered Investment Advisory firm - (7/30/1993 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

257 E. Lancaster Avenue Suite 205, Wynnewood, PA 19096

Mailing Address

Phone number

(610) 642-9588

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART II (3/26/2025)

Regulatory assets under management

Total Number of Accounts	298
AUM (Assets Under Management)	$ 1,724,888,131

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Similar Advisors

Paul Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

Horsham, PA

Boris Niko

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Feasterville, PA

Jeffrey Kropp

OSAIC WEALTH, INC.

IAR

Chadds Ford, PA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Brendan Moleski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brendan Moleski's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPITAL ANALYSTS

LINCOLN INVESTMENT

LINCOLN INVESTMENT

VALLEY FORGE ASSET MANAGEMENT, LLC

VALLEY FORGE ASSET MANAGEMENT, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

CONSERVEST CAPITAL ADVISORS INC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/27/2011

SIE

Date: 9/25/2015

Series 7

Date: 7/29/2011

Series 24

Date: 11/8/2013

Current Firm

CONSERVEST CAPITAL ADVISORS INC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CONSERVEST CAPITAL ADVISORS INC

TRUST BUT VERIFY

Similar Advisors