Bryan Andrew Moylan

Employer firm

Traverse Private Wealth CRD 329996

$28.9M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S65 Uniform Investment Adviser Law Examination
  2008-10-14
• S63 Uniform Securities Agent State Law Examination
  2004-10-07

Designations

• Certified Financial Planner

Other Names

• Bryan Moylan