Brendan C. Dooley
MEANINGFUL WEALTH MANAGEMENT LLC
Flourtown, PA
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CRD#: 6068263
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 Flourtown, 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.
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
Do you have an area of expertise or specialization?
Business Owners
Corporate Executives
Fixed Fee (Subscription, Retai...
Generation X
Hourly
Millennials
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.
Brendan Dooley is currently licensed as an Accident and Health, Life and Fixed Annuities, and Variable Life and Variable Annuity insurance agent. Mr. Dooley maintains this license in order to discuss these matters with Meaningful Wealth Management's clients. Brendan Dooley is currently employed as an employee at Temple University, located at 1852 N. 10th Street, Philadelphia, PA 19122. Brendan Dooley has been employed there since August 2019. He is an adjunct professor and his employment is not investment-related. His duties include lecturing, grading student work, and office hours by appointment. This activity accounts for approximately 12 hours per month during securities trading hours and approximately 24 hours total per month. His duties are not expected to interfere with MWM business activities.
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®
Start date: 2018
Experience
Current
December 17, 2018 - Present
MEANINGFUL WEALTH MANAGEMENT LLC
RIA
CRD#: 299529
Flourtown, 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
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
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)Upgrade to AdvisorCheck Premium
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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
Regulatory assets under management
| Total Number of Accounts | 138 |
| 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.
