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Brendan Gilmartin Moody

WATERSHED PRIVATE WEALTH LLC·OAK BROOK, Illinois
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1415 W. 22ND STREET, OAK BROOK, IL 60523CRD# 5466408Firm CRD# 316408
01

About

Brendan Gilmartin Moody is a registered financial advisor based in OAK BROOK, Illinois, affiliated with WATERSHED PRIVATE WEALTH LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WATERSHED PRIVATE WEALTH LLC
WATERSHED PRIVATE WEALTH LLC
AUM
$263M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at WATERSHED PRIVATE WEALTH LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5466408
Firm CRD# 316408
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brendan Gilmartin Moody offer?
Brendan Gilmartin Moody specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OAK BROOK, Illinois for a consultation.
What are Brendan Gilmartin Moody's credentials?
Brendan Gilmartin Moody is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brendan Gilmartin Moody located?
Brendan Gilmartin Moody is based in OAK BROOK, Illinois, working with WATERSHED PRIVATE WEALTH LLC. Their office serves clients in the OAK BROOK metropolitan area and surrounding communities.
How does Brendan Gilmartin Moody charge for services?
Brendan Gilmartin Moody's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WATERSHED PRIVATE WEALTH LLC?
WATERSHED PRIVATE WEALTH LLC has approximately 3 employees and manages $263M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
CHICAGO (3944)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)DOWNERS GROVE (83)
City Guides
CHICAGO GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON GuideDOWNERS GROVE Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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