TM
CFP
TM
CFP

Timothy Dornan Moran

10 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
829 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$500K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1M+0.75%

Fees are negotiable at the firm's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Flemington, NJ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Condor Capital Wealth Management
October 2023 - Present · 2 yrs 4 mos
Previous Registrations
Citizens Securities, INC.Broker
August 2022 - September 2023 · 1 yr 1 mo
Citizens Securities, INC.
August 2022 - September 2023 · 1 yr 1 mo
Cetera Investment Services LLCBroker
April 2020 - August 2022 · 2 yrs 4 mos
Cetera Investment Advisers LLC
April 2020 - August 2022 · 2 yrs 4 mos
Securian Financial Services, INC.
March 2019 - April 2020 · 1 yr 1 mo
Securian Financial Services, INC.Broker
March 2019 - April 2020 · 1 yr 1 mo
Prestige Wealth Management Group, LLC
February 2018 - March 2019 · 1 yr 1 mo
Triad Advisors LLCBroker
February 2018 - March 2019 · 1 yr 1 mo
Wells Fargo Clearing Services, LLC
December 2016 - January 2018 · 1 yr 1 mo
Wells Fargo Clearing Services, LLCBroker
December 2016 - January 2018 · 1 yr 1 mo
PNC Investments
July 2015 - October 2016 · 1 yr 3 mos
PNC InvestmentsBroker
July 2015 - October 2016 · 1 yr 3 mos
Edward Jones
November 2014 - June 2015 · 7 mos
Edward JonesBroker
September 2014 - June 2015 · 9 mos
State Registrations2 states
NJTX
Advisor
Exams
No exam information available for this advisor.