Brendan Daniel Clune

Employer firm

Timber Creek Capital Management, LLC CRD 146220

$637M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 06/2016 → 02/2021
  Fidelity Investments
  Boston, MA
• 03/2021 → 08/2022
  Morgan Stanley & Co. Llc
  New York, NY
• 03/2021 → 08/2022
  Morgan Stanley Services Group, Inc.
  New York, NY
• 10/2023 → Present
  Timber Creek Capital Management, Llv
  Boston, MA
• 08/2022 → 09/2023
  Grant Thornton
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-11

Other Names

• Brendan Daniel Clune
• Brendan D Clune