Brendan Moleski
Conservest Capital Advisors · Wynnewood, Pennsylvania
Brendan Moleski is a fee-only financial advisor at Conservest Capital Advisors in Wynnewood, Pennsylvania. Conservest Capital Advisors reports charging a percentage of assets on its Form ADV.
Request an introduction to Brendan →
Who they serve
- Ultra high net worth
- Multi-generational families
- Founders
Facts
| Firm | Conservest Capital Advisors |
|---|---|
| Based in | Wynnewood, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.92B across 303 accounts |
| SEC registration | Investment adviser representative in PA · CRD 5809385 |
| Exams passed | Series 66 (2011) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | conservest.com |
How Brendan's firm compares
- Conservest Capital Advisors's average account is about $6.4 million, from its Form ADV (assets managed divided by 303 accounts).
Request an introduction to Brendan
Tell Brendan a little about what you're looking for. Brendan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Brendan
Is Brendan Moleski a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brendan holds no broker registration, and Conservest Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brendan charge for financial advice?
Brendan's firm, Conservest Capital Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Brendan Moleski based?
Brendan Moleski is based in Wynnewood, Pennsylvania.
Is Brendan Moleski registered with the SEC?
Yes. Brendan Moleski is registered as an investment adviser representative in PA (CRD 5809385), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Conservest Capital Advisors manage?
Conservest Capital Advisors reports $1.92B across 303 accounts in assets under management.
How do I contact Brendan Moleski?
Through Brendan's website, conservest.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Conservest Capital Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.