Brendan Gilmartin Moody
Investment adviser representative at Watershed Private Wealth
16 yearsExperience
2 statesRegistered in
$413.7MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Watershed Private Wealth LLCSep 2021 to now
- Spotlight Asset GroupMar 2018 to Sep 2021
- Fidelity Brokerage ServicesApr 2010 to Mar 2018
- Fidelity InvestmentsApr 2010 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Watershed Private Wealth
Legal name: Watershed Private Wealth LLC
$413.7MAssets managed
144Clients
3Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5466408
- Firm CRD
- 316408