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Brendan Moleski

Investment Adviser Representative at CONSERVEST CAPITAL ADVISORS INC

Wynnewood, PACRD #5809385Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
14 yrs
States Registered
1 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Pennsylvania
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 10/27/2011
SIE
Securities Industry Essentials Examination
Passed 9/25/2015
Series 7
General Securities Representative Examination
Passed 7/29/2011
Series 24
General Securities Principal Examination
Passed 11/8/2013

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $2,000,0001.00%
Next $5,000,0000.50%
Next $100,000,0000.45%
Source

Conservest Capital Advisors Inc Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CONSERVEST CAPITAL ADVISORS INCCurrent
10/27/2015Wynnewood, PA
CAPITAL ANALYSTS
3/20/20149/25/2015Wyncote, PA
LINCOLN INVESTMENT PLANNING, LLC
7/11/20139/25/2015Wyncote, PA
VALLEY FORGE ASSET MANAGEMENT CORP.
2/11/20136/21/2013King Of Prussia, PA
AMERIPRISE FINANCIAL SERVICES, INC.
12/21/201110/26/2012Langhorne, PA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at CONSERVEST CAPITAL ADVISORS INC

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View CONSERVEST CAPITAL ADVISORS INC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brendan Moleski has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Brendan Moleski - Financial Advisor in Wynnewood, PA | AdvisorFinder