Dorothy Jean Moravec
Investment adviser representative at Triangle Wealth Management
26 yearsExperience
1 stateRegistered in
$1.3BFirm assets
18 yearsFirm in business
Are you Dorothy Jean Moravec? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
26 years in the industry.
- Triangle Wealth ManagementAug 2023 to now
- Triangle Securities, LLCOct 2000 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NC).
Triangle Wealth Management
Legal name: Triangle Securities Wealth Management, Inc
$1.3BAssets managed
525Clients
10Advisers
18 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
- 2640138
- Firm CRD
- 148156