Brendan Gilmore has been an investment adviser representative at Almanack Investment Partners since November 2020, and is not listed among the firm’s executive officers or direct owners. Brendan Gilmore holds a Bachelor of Science in Business Administration (Economics) from Pace University and a Master of Business Administration in Finance from Pace University.
Almanack Investment Partners, LLC is a Newtown Square, PA firm with $946M under management, 426 clients and 13 advisers across 4 offices, as of its July 2026 filing.
Brendan Gilmore is an Advisor of Almanack Investment Partners. Before becoming an investment adviser representative with Almanack, he most recently served as an investment advisor at MerCap Advisors Inc. (2015-2020), Merion Wealth Partners, LLC (2010-2015) and Wachovia/Wells Fargo Wealth Management (2009-2010). He began his career at the Bank of New York in 1983 as a Senior Director/First Vice President.
Brendan Gilmore’s longest registration is the current one, 5 years at Almanack Investment Partners since 2020. Before joining Almanack Investment Partners in 2020, Brendan Gilmore was registered through Mercap Advisors, Inc. and Merion Wealth Partners, LLC.
- Almanack Investment PartnersCurrent– present · 5 yearsWimauma, FL · Adviser representative · Firm CRD 282428
- Mercap Advisors, Inc.– · 5 yearsPaoli, PA · Adviser representative · Firm CRD 170092
- Merion Wealth Partners, LLC– · 5 yearsPaoli, PA · Adviser representative · Firm CRD 152680
- Wells Fargo Advisors, LLC– · under a yearBryn Mawr, PA · Adviser representative · Firm CRD 19616
Investment adviser representative registrations
Brendan Gilmore is registered as an investment adviser representative in Pennsylvania, since November 2020.
- PennsylvaniaSince 4 November 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 11 May 2009 |
| Series 7 | General Securities Representative Examination | 6 April 2009 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Brendan M Gilmore
- CRD
- 840514
- Firm
- Almanack Investment Partners · CRD 282428
- Office
- Wimauma, FL
- Registration
- Investment adviser registration
- In the industry since
- November 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- almanackip.com
Where does Brendan Gilmore work?
Brendan Gilmore is an investment adviser representative registered through Almanack Investment Partners, LLC since November 2020, and is not listed among the firm’s executive officers or direct owners.
Is Brendan Gilmore a financial advisor?
Yes. Brendan Gilmore has a current investment-adviser registration in Pennsylvania, through Almanack Investment Partners since November 2020.
How many years of experience does Brendan Gilmore have?
Brendan Gilmore has 16 years in the financial industry, since November 2009, across 4 adviser firms.
What exams has Brendan Gilmore passed?
Brendan Gilmore has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in April 2009. FINRA credited Brendan Gilmore with the SIE, which began in October 2018.
Where did Brendan Gilmore work before Almanack Investment Partners?
Before Almanack Investment Partners, Brendan Gilmore was registered through Mercap Advisors, Inc., August 2015 to November 2020; Merion Wealth Partners, LLC, August 2010 to January 2016; Wells Fargo Advisors, LLC, May 2009 to December 2009.
Where is Brendan Gilmore based?
Brendan Gilmore’s registered office is in Wimauma, FL.
Is Brendan Gilmore registered with FINRA?
No. Brendan Gilmore has no current broker registration.
How can I verify Brendan Gilmore’s record?
Search CRD 840514 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brendan Gilmore’s full registration record.
