Brendan Christopher Dooley

Employer firm

Buoyant Wealth CRD 299529

$24.6M regulatory AUM 5 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 12/2014 → 11/2018
  Ameriprise Financial Services, Inc.
  King Of Prussia, PA
• 11/2018 → Present
  Meaningful Wealth Management Llc
  Philadelphia, PA

Previous Registrations

• 2014-12-23 → 2018-11-08
  Ameriprise Financial Services, Llc
  King Of Prussia, PA
• 2012-12-22 → 2015-01-02
  Wells Fargo Clearing Services, Llc
  Horsham, PA
  Radnor, PA
  Conshohocken, PA

Other Businesses

Brendan Dooley is currently licensed as an Accident and Health, Life and Fixed Annuities, and Variable Life and Variable Annuity insurance agent. Mr. Dooley maintains this license in order to discuss these matters with Meaningful Wealth Management's clients. Brendan Dooley is currently employed as an employee at Temple University, located at 1852 N. 10th Street, Philadelphia, PA 19122. Brendan Dooley has been employed there since August 2019. He is an adjunct professor and his employment is not investment-related. His duties include lecturing, grading student work, and office hours by appointment. This activity accounts for approximately 12 hours per month during securities trading hours and approximately 24 hours total per month. His duties are not expected to interfere with MWM business activities.

Exams

• S66 Uniform Combined State Law Examination
  2012-12-21
• S63 Uniform Securities Agent State Law Examination
  2012-07-13

Designations

• Certified Financial Planner

Other Names

• Brendan Dooley