Brian
Moran
Julex Capital Management
Answer a few questions and
get matched with an advisor.
About this Advisor
Brian Moran is a financial advisor working in Matthews, North Carolina who has 2 years of relevant experience. Moran is an employee of Julex Capital Management. Their career trajectory has included roles at Tiaa-Cref Individual & Institutional Services, LLC, Teachers Personal Investors Services, Inc, Tiaa, Sterling Capital Management, Sterling Capital Distributors, LLC, Biondo Investment Advisors, LLC, Axis Capital Usa, LLC, Oyster Consulting, LLC, Wells Fargo, Moran Consulting, Coinsquare LLC, Lion Street Advisors, Sharenett Securities LLC, Julex Capital Management LLC, Startengine Primary, LLC, Realto Securities, LLC, Wb Compliance, LLC, Flx Distributors, LLC, Cicada Securities, LLC, Securrency Digital Trading (S3), Securrency Securities (S2), Linqto Capital, LLC, Bosonic Securities, LLC, Vex Securities, LLC, Linqto Investment Management, LLC and Hancock Whitney Investment Services, Inc. Moran has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Massachusetts. Julex Capital Management is a financial advisory business operating out of Wellesley, MA. It administers $357 million in assets across its 1,335 accounts, making it one of the bigger financial advisory firms in the United States by assets under management. The advisory firm offers a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Financial management fee schedules depend on the type of services offered. However, fees billed by Julex Capital Management likely are comprised of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Julex Capital Management Brokerage Details
$357,107,857
4
1,335
$267,497
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Brian Moran Work History
Brian has been registered as a financial advisor for 2 years.*
Linqto Investment Management, LLC
Julex Capital Management LLC
Wb Compliance, LLC
Cicada Securities, LLC
Securrency Digital Trading (S3)
Securrency Securities (S2)
Linqto Capital, LLC
Bosonic Securities, LLC
Vex Securities, LLC
Sharenett Securities LLC
Flx Distributors, LLC
Moran Consulting
Hancock Whitney Investment Services, Inc
Startengine Primary, LLC
Realto Securities, LLC
Axis Capital Usa, LLC
Oyster Consulting, LLC
Wells Fargo
Coinsquare LLC
Lion Street Advisors
Biondo Investment Advisors, LLC
Sterling Capital Management
Sterling Capital Distributors, LLC
Tiaa-Cref Individual & Institutional Services,LLC
Teachers Personal Investors Services, Inc
Tiaa
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian Moran to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Julex Capital Management
Wellesley, MA
Wellesley, MA
Wellesley, MA
Matthews, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
