Brian
Moran
Julex Capital Management
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About this Advisor
Brian Moran is a financial advisor based in Matthews, North Carolina, working with Julex Capital Management. Brian has previously held positions 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/Mcg Securities, 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, Hancock Whitney Investment Services, Inc, and Linqto, Inc. Brian has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Brian is part of Julex Capital Management, which operates out of Matthews, North Carolina. The firm has 4 employees and manages assets totaling $363.2 million. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The fee structure at Julex Capital Management includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Julex Capital Management Brokerage Details
$363,231,626
4
1,314
$276,432
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Brian Moran Work History
Julex Capital Management LLC
Wb Compliance, LLC/Mcg Securities, LLC
Cicada Securities, LLC
Linqto Capital, LLC
Bosonic Securities, LLC
Vex Securities, LLC
Linqto, Inc
Sharenett Securities LLC
Flx Distributors, LLC
Moran Consulting
Linqto Investment Management, LLC
Hancock Whitney Investment Services, Inc
Startengine Primary, LLC
Realto Securities, LLC
Securrency Digital Trading (S3)
Securrency Securities (S2)
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
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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