Brendan D. Clune

TIMBER CREEK CAPITAL MANAGEMENT

Boston, MA 02108

Some features on this profile are disabled

CRD#: 6680008

Professional summary

Brendan Daniel Clune, who also goes by Brendan D Clune, Brendan Daniel Clune, is a registered financial advisor currently at TIMBER CREEK CAPITAL MANAGEMENT, LLC located in Boston, Massachusetts.

Brendan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Brendan has worked at 3 firms and has passed the Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brendan D Clune | Brendan Daniel Clune

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 Daniel Clune'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

January 5, 2024 - Present

TIMBER CREEK CAPITAL MANAGEMENT, LLC

Office #1: 44 School Street Suite 410, Boston, MA 02108

RIA

CRD#: 146220

Boston, MA

Past

May 6, 2021 - September 6, 2022

MORGAN STANLEY & CO. LLC

CRD#: 8209

NEW YORK, NY

Past

August 19, 2016 - February 26, 2021

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

BOSTON, MA

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".

TIMBER CREEK CAPITAL MANAGEMENT, LLC

CRD#: 146220 / SEC#: 801-68817

RIA

Registered Investment Advisory firm - (2/14/2008 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

Massachusetts
(1/24/2024)

IAR

Rhode Island
(1/2/2025)

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: 12/11/2023

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/19/2016

General Securities Representative Examination

Current Firm

TIMBER CREEK CAPITAL MANAGEMENT, LLC

CRD#: 146220 / SEC#: 801-68817

RIA

Registered Investment Advisory firm - (2/14/2008 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

44 School Street Suite 410, Boston, MA 02108

Mailing Address

Phone number

(617) 722-0855

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A BROCHURE (2/11/2025)

Regulatory assets under management

Total Number of Accounts	47
AUM (Assets Under Management)	$ 549,213,358

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

Martin Robbins

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Norwell, MA

Tamara Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Brendan D. Clune

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

TIMBER CREEK CAPITAL MANAGEMENT, LLC

MORGAN STANLEY & CO. LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

TIMBER CREEK CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/11/2023

SIE

Date: 10/1/2018

Series 7

Date: 8/19/2016

Current Firm

TIMBER CREEK CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TIMBER CREEK CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors