Seyed aryan Mirfakhraee
Investment adviser representative at Moran Wealth Management, LLC
10 yearsExperience
2 statesRegistered in
$5.1BFirm assets
4 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.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Moran Wealth Management, LLCFeb 2023 to now
- J.P. Morgan Institutional Investments Inc.Nov 2021 to Feb 2023
- J.P. Morgan Investment Management Inc.Nov 2021 to Feb 2023
- ProsharesSep 2019 to Oct 2021
- FinraOct 2018 to Aug 2019
- UnemployedDec 2017 to Sep 2018
- Kaiser PermanenteSep 2017 to Nov 2017
- BloombergJul 2016 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Moran Wealth Management, LLC
$5.1BAssets managed
1,694Clients
34Advisers
4 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
- 6480417
- Firm CRD
- 319208