Brendan
Moleski

Conservest Capital Advisors Inc

CRD#5809385
Investment Advisor
in Wynnewood, PA

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About this Advisor

Brendan Moleski is a financial advisor based in Wynnewood, Pennsylvania who has 8 years of relevant experience. Moleski is currently employed by Conservest Capital Advisors Inc. Throughout their career, they have worked at Valley Forge Asset Management Corp, Lincoln Investment Planning, Inc and Conservest Capital Advisors. Moleski maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Pennsylvania. Conservest Capital Advisors Inc is a firm headquartered in Wynnewood, PA. It controls $2 billion in assets under management between its 268 client accounts, making it one of the biggest firms in the country by assets under management. Of its 268 client accounts, 69% are held by high-net-worth clients who have at least $1 million in investable assets. Conservest Capital Advisors Inc offers a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fees usually are based on which services the firm provides the client. Fees charged by Conservest Capital Advisors Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

257 E. Lancaster Avenue Suite 205
Wynnewood, PA 19096

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Conservest Capital Advisors Inc Brokerage Details

Total Assets Under Management

$1,515,917,961

PA Average: $15,833,994,310
Total Number of Employees

6

PA Average: 41
Total Number of Accounts

268

PA Average: 3,342
Average Account Size

$5,656,410

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Brendan Moleski Work History

Brendan has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Conservest Capital Advisors

2013 - 2013 (< 1 year)

Valley Forge Asset Management Corp

2013 - 2015 (2 years)

Lincoln Investment Planning, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brendan Moleski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Conservest Capital Advisors Inc

Brendan Moleski
Wynnewood, PA
William Hall
Wynnewood, PA
Kristin Sindoni
Wynnewood, PA
Christina Copeland
Wynnewood, PA
David Lorine
Wynnewood, PA
Bruce Kardon
Wynnewood, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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