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Brendan James Fraleigh

Moment Private Wealth

Clayton, CA

Saint Louis, MO

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Current Employers
Moment Private Wealth

2 Cityplace Drive 2Nd Floor, Saint Louis, MO 63141 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-03-15
  • CA RA
    APPROVED
    Since 2024-03-15

Branch Locations

Clayton, CA • United States

2 Cityplace Drive 2Nd Floor, Saint Louis, MO 63141 • 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
University Of Notre Dame - Monogram Club Notre Dame IN 08/2017 02/2019
Notre Dame Global Partnerships Notre Dame IN 02/2019 03/2020
University Of Notre Dame - Rspa Notre Dame IN 03/2020 07/2022
Iconiq Capital San Francisco CA 07/2022 01/2024
University Of Notre Dame Notre Dame IN 08/2013 05/2017
Moment Private Wealth Clayton CA 01/2024 Present
  • 08/2017 → 02/2019
    University Of Notre Dame - Monogram Club
    Notre Dame, IN
  • 02/2019 → 03/2020
    Notre Dame Global Partnerships
    Notre Dame, IN
  • 03/2020 → 07/2022
    University Of Notre Dame - Rspa
    Notre Dame, IN
  • 07/2022 → 01/2024
    Iconiq Capital
    San Francisco, CA
  • 08/2013 → 05/2017
    University Of Notre Dame
    Notre Dame, IN
  • 01/2024 → Present
    Moment Private Wealth
    Clayton, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-20
  • S65 Uniform Investment Adviser Law Examination
    2023-03-20

View on SEC IAPD

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