Brendan Joseph Magee

Current Employers

Breakthrough Investing, Llc

Newtown Square, PA • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2024-06-04

PA RA
APPROVED

Since 2024-06-04

Branch Locations

Newtown Square, PA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Inevitable Wealth Consulting	Havertown	PA	10/2001	Present

10/2001 → Present

Inevitable Wealth Consulting

Havertown, PA

Other Businesses

Mr. Magee is licensed to sell life insurance and may engage in commissionable insurance or fixed annuities product sales with our clients, for which they may receive additional compensation. This does create an incentive to recommend these products based on compensation and not client need, however careful review is done to ensure that recommendations are made in the best interests of the client. Mr. Magee spends less than one hour per week on this activity.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1994-12-23
S63	Uniform Securities Agent State Law Examination	1990-04-12

S65 Uniform Investment Adviser Law Examination

1994-12-23
S63 Uniform Securities Agent State Law Examination

1990-04-12