Team move
Moldenhauer & Associates
Commonwealth Financial Network → Merit Financial Advisors
What changed
Brett Moldenhauer and his firm's 12 employees joined Merit from Commonwealth-affiliated Moldenhauer & Associates, which oversees $1.1B across nearly 1,900 households.
- Reported / discovered
- Oct 7, 2026
- Effective
- Not reported
- New role
- Principal
- Previous role
- Not reported
- Market
- Orchard Park, NY
- Reported book
- $1.1B
- Reported team size
- 12 people
- Named people
- 1
Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.
Sources & evidence
WealthManagement.com ↗Oct 7, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
2 observations consolidated into one event.
Oct 8, 2026Source evidence reconciled