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Bryan Andrew Moylan

Traverse Private Wealth

Radnor, PA

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Current Employers
Traverse Private Wealth

201 King Of Prussia Road Suite 650, Radnor, PA 19087 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-05-02
  • PA RA
    APPROVED
    Since 2024-05-02

Branch Locations

201 King Of Prussia Road Suite 650, Radnor, PA 19087 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Walden Capital Advisors Bala Cybwyd PA 07/2011 12/2016
Beacon Pointe Wealth Advisors, Llc Bala Cynwyd PA 12/2016 03/2020
Beacon Pointe Advisors, Llc Bala Cynwyd CA 12/2016 03/2020
Beacon Pointe Advisors, Llc Bala Cynwyd PA 04/2020 04/2023
Nwam, Llc Dba Northwest Asset Management Mercer Island WA 04/2023 06/2024
Traverse Private Wealth, Llc Radnor PA 02/2024 Present
  • 07/2011 → 12/2016
    Walden Capital Advisors
    Bala Cybwyd, PA
  • 12/2016 → 03/2020
    Beacon Pointe Wealth Advisors, Llc
    Bala Cynwyd, PA
  • 12/2016 → 03/2020
    Beacon Pointe Advisors, Llc
    Bala Cynwyd, CA
  • 04/2020 → 04/2023
    Beacon Pointe Advisors, Llc
    Bala Cynwyd, PA
  • 04/2023 → 06/2024
    Nwam, Llc Dba Northwest Asset Management
    Mercer Island, WA
  • 02/2024 → Present
    Traverse Private Wealth, Llc
    Radnor, PA
Previous Registrations
  • 2023-04-03 → 2024-07-01
    Northwest Asset Management
    Radnor, PA
    Mercer Island, WA
  • 2017-02-22 → 2023-04-03
    Beacon Pointe Advisors, Llc
    Bala Cynwyd, PA
  • 2017-02-22 → 2020-04-27
    Beacon Pointe Wealth Advisors, Llc
    Bala Cynwyd, PA
    Newport Beach, CA
  • 2011-11-23 → 2017-03-29
    Walden Capital Advisors, Llc
    Bala Cynwyd, PA
  • 2008-10-20 → 2009-12-10
    Veritat Advisors
    Philadelphia, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-10-14
S63 Uniform Securities Agent State Law Examination 2004-10-07
  • S65 Uniform Investment Adviser Law Examination
    2008-10-14
  • S63 Uniform Securities Agent State Law Examination
    2004-10-07
Designations
Other Names
  • Bryan Moylan

View on SEC IAPD

Other Firms

NORDWAND ADVISORS
MCADAM LLC
ALTERRA IOS MANAGER, LLC
LINCOLN FINANCIAL INVESTMENTS CORPORATION
WICK CAPITAL PARTNERS, LLC
NORDWAND INVESTMENTS, LLC
V3LIMITED LLC
PRESILIUM PRIVATE WEALTH, LLC

Other Investors

GERALD JOSHUA KANE
CHRISTOPHER MICHAEL BOYLE
DOUGLAS HENRY DELONG
THEODORE WESLEY BROOKS
PATRICK JOSEPH MCGINNIS
Connor Drew Martin
JAMES FRANCIS MARTIN
Lisa Dimter

Other Offices

NORDWAND ADVISORS · RADNOR, PA
MCADAM LLC · RADNOR, PA
ALTERRA IOS MANAGER, LLC · RADNOR, PA
LINCOLN FINANCIAL INVESTMENTS CORPORATION · RADNOR, PA
WICK CAPITAL PARTNERS, LLC · WAYNE, PA
NORDWAND INVESTMENTS, LLC · RADNOR, PA
V3LIMITED LLC · RADNOR, PA
PRESILIUM PRIVATE WEALTH, LLC · RADNOR, PA

More in Radnor, PA

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