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Timothy Dornan Moran

Investment adviser representative at Condor Capital Wealth Management
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.2BFirm 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
  • Pension consulting

Experience

10 years in the industry.

  1. Condor Capital Wealth ManagementSep 2023 to now
  2. Investors Bank/citizensApr 2020 to Sep 2023
  3. Allied Wealth PartnersFeb 2019 to Apr 2020
  4. Prestige Wealth Management GroupJan 2018 to Feb 2019
  5. Wells Fargo BankOct 2016 to Jan 2018

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2014

State registrations

Registered as an investment adviser representative in 2 states (NJ, TX).

Condor Capital Wealth Management

Legal name: Condor Capital Management

$2.2BAssets managed
879Clients
17Advisers
37 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
6342275
Firm CRD
104920
Advisor's SEC record (opens in a new tab)
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