John Francis Moran
Investment adviser representative at Bay Harbor Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$412MFirm assets
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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.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Bay Harbor Insurance, LLCAug 2018 to now
- Bay Harbor Wealth Management, LLCSep 2014 to now
- Global Financial Private Capital, LLCDec 2014 to Aug 2019
- Gf Investment Services, LLCDec 2014 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (MD).
Bay Harbor Wealth Management, LLC
$412MAssets managed
399Clients
3Advisers
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
- 5827028
- Firm CRD
- 294000