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Brendan Christopher Dooley

Brendan C. Dooley

MEANINGFUL WEALTH MANAGEMENT
AMBLER, PA 19002
Some features on this profile are disabled
CRD#: 6068263
Brendan Christopher Dooley

Professional summary

Brendan Christopher Dooley, CFP®, who also goes by Brendan Dooley, is a registered financial advisor currently at MEANINGFUL WEALTH MANAGEMENT LLC located in Ambler, Pennsylvania.

Brendan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Brendan has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Core Areas of Focus

Business Owners
Corporate Executives
Fixed Fee (Subscription
Retainer
etc.)
Generation X
Hourly
Millennials

Biography

Hi there, I want to thank you for looking for a financial adviser on NAPFA.  I'm confident you're in the right place if you're looking for financial advice, and I would be honored to talk about what's important to you.  I love my work, but I happily exist outside the office too.  When I'm not working, you can find me fishing, playing golf, or occasionally snowboarding (out west if possible).  I also love burying my nose in a good book, tinkering with a new recipe in the kitchen, or breaking bread with my family.

Question & Answer

What are your service offerings?
Insurance Planning
Comprehensive Financial Planni...
Retirement Planning
Investment Planning
Small Business Planning
Employee and Employer Plan Ben...
Tax Planning
Are you a "fiduciary"?
Yes

Aliases

Brendan Dooley

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 Christopher Dooley'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: 2018

Experience

Current

December 17, 2018 - Present

MEANINGFUL WEALTH MANAGEMENT LLC

Office #1: 300 Brookside Ave., Building 4 Ste. 125, Ambler, PA 19002
RIA
CRD#: 299529
AMBLER, PA
Past

December 23, 2014 - November 8, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
KING OF PRUSSIA, PA
Past

December 23, 2014 - November 8, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
KING OF PRUSSIA, PA
Past

December 22, 2012 - January 2, 2015

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
CONSHOHOCKEN, PA
Past

July 3, 2012 - January 2, 2015

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
CONSHOHOCKEN, 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
(12/17/2018)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/21/2012
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 7/13/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/28/2012
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/2/2012
Investment Company Products/Variable Contracts Representative Examination

Current Firm

MEANINGFUL WEALTH MANAGEMENT LLC
MEANINGFUL WEALTH MANAGEMENT LLC
MEANINGFUL WEALTH MANAGEMENT | MEANINGFUL WEALTH MANAGEMENT LLC

CRD#: 299529 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (12/17/2018 Approved)
Texas
Registered Investment Advisory firm - (3/26/2024 Terminated)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Flourtown, PA
Mailing Address
Po Box 411, Flourtown, PA 19031
Phone number
(215) 600-2814
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts138
AUM (Assets Under Management)$ 22,276,458

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.

Company Information

MEANINGFUL WEALTH MANAGEMENT LLC

MEANINGFUL WEALTH MANAGEMENT LLC

CRD#: 299529Ambler, PA 19002

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Contact information

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