James Thomas Moylan
Investment adviser representative at Sfe Investment Counsel Inc.
19 yearsExperience
1 stateRegistered in
CFADesignation
$748.4MFirm assets
Are you James Thomas Moylan? 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
19 years in the industry.
- Sfe Investment Counsel Inc.Feb 2007 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
State registrations
Registered as an investment adviser representative in 1 state (CA).
Sfe Investment Counsel Inc.
$748.4MAssets managed
894Clients
11Advisers
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
- 5292132
- Firm CRD
- 145530