Brendan Andrew Moore
Investment adviser representative at Cwm, LLC
10 yearsExperience
2 statesRegistered in
$50.6BFirm assets
15 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Cwm, LLCFeb 2026 to now
- Silverhawk Private WealthFeb 2026 to now
- Raymond James & AssociatesMar 2021 to Feb 2026
- Morgan Stanley Private Bank, N.A.Sep 2018 to Mar 2021
- Morgan StanleyJun 2018 to Mar 2021
- Northwestern Mutual Wealth Management CompanyApr 2017 to Jun 2018
- Northwestern Mutual Investment Services LLCAug 2016 to Jun 2018
- Northwestern Mutual Life Insurance CompanyJul 2016 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Cwm, LLC
$50.6BAssets managed
52,669Clients
658Advisers
15 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
- 6658742
- Firm CRD
- 155344