Brendan M. Gilmore

ALMANACK INVESTMENT PARTNERS

WAYNE, PA 19087

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CRD#: 840514

Professional summary

Brendan M Gilmore, who also goes by Brendan Michael Gilmore, is a registered financial advisor currently at ALMANACK INVESTMENT PARTNERS located in Wayne, Pennsylvania.

Brendan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Brendan has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brendan Michael Gilmore

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 M Gilmore'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

November 4, 2020 - Present

ALMANACK INVESTMENT PARTNERS

Office #1: 656 E. Swedesford Rd Suite 301, Wayne, PA 19087

RIA

CRD#: 282428

WAYNE, PA

Past

November 12, 2020 - March 30, 2023

INNOVATION PARTNERS LLC

CRD#: 146344

CHARLOTTE, NC

Past

August 11, 2015 - November 3, 2020

MERCAP ADVISORS, INC.

RIA

CRD#: 170092

PAOLI, PA

Past

January 25, 2012 - November 6, 2020

MERCAP SECURITIES, LLC

CRD#: 156607

PAOLI, PA

Past

August 10, 2010 - January 5, 2016

MERION WEALTH PARTNERS, LLC

RIA

CRD#: 152680

PAOLI, PA

Past

May 12, 2009 - December 31, 2009

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

BRYN MAWR, PA

Past

April 7, 2009 - December 31, 2009

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

BRYN MAWR, 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".

ALMANACK INVESTMENT PARTNERS

CRD#: 282428 / SEC#: 801-107186

RIA

Registered Investment Advisory firm - (2/12/2016 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
(11/4/2020)

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: 5/11/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/6/2009

General Securities Representative Examination

Current Firm

ALMANACK INVESTMENT PARTNERS

CRD#: 282428 / SEC#: 801-107186

RIA

Registered Investment Advisory firm - (2/12/2016 Approved)

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Contact information

Main Address

656 E Swedesford Road Suite 301, Wayne, PA 19087

Mailing Address

Phone number

(484) 580-2277

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ALMANACK DISCLOSURE BROCHURE 03312022 (7/9/2025)

Regulatory assets under management

Total Number of Accounts	1,481
AUM (Assets Under Management)	$ 773,350,051

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.

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Advisor Monitoring

Firm Stability Insights

Brendan M. Gilmore

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

INNOVATION PARTNERS LLC

MERCAP ADVISORS, INC.

MERCAP SECURITIES, LLC

MERION WEALTH PARTNERS, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

ALMANACK INVESTMENT PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 5/11/2009

SIE

Date: 10/1/2018

Series 7

Date: 4/6/2009

Current Firm

ALMANACK INVESTMENT PARTNERS

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALMANACK INVESTMENT PARTNERS

TRUST BUT VERIFY

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