Patrick Kirley Moran
Investment adviser representative at Platform Technology Partners
11 yearsExperience
1 stateRegistered in
$1.2BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Platform Technology PartnersJan 2022 to now
- Northeast Private Wealth ManagementDec 2021 to now
- Pickwick Capital Partners, LLCJun 2020 to Dec 2021
- UnemployedFeb 2020 to Jun 2020
- Mizuho Securities USA IncMay 2015 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
Platform Technology Partners
Legal name: Platform Technology Partners LLC
$1.2BAssets managed
887Clients
10Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2502331
- Firm CRD
- 305602