Brian
Moran
Julex Capital Management
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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
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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
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