Bryan Moylan is a CFP-designated registered investment advisor at Traverse Private Wealth, based in Radnor, PA, with 15 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Divorce Planning, Education Planning, and 5 more. Their firm serves 18 clients with $29M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2M+ | 0.60% |
Fee Estimator
Contact
Bryan Moylan
Location
201 King of Prussia Road, Suite 650, Radnor, PA, 19087
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Traverse Private Wealth
Previous Registrations
Northwest Asset Management
Beacon Pointe Advisors, LLC
Beacon Pointe Wealth Advisors, LLC
Walden Capital Advisors, LLC
Veritat Advisors
State Registrations1 state
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