Ryan M. Moran
Investment adviser representative at Highland Investment Advisors LLC
11 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$368.3MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Highland Investment Advisors, LLCJul 2024 to now
- UnemployedNov 2023 to Jul 2024
- Gresham Partners LLCJan 2022 to Oct 2023
- Jmg Financial Group, Ltd.May 2021 to Dec 2021
- UnemployedNov 2020 to May 2021
- JPMorgan Chase Bank NAJun 2018 to Nov 2020
- JPMorgan Securities LLCJun 2018 to Nov 2020
- Stark Family OfficeApr 2015 to Jun 2018
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 1 state (WI).
Highland Investment Advisors LLC
$368.3MAssets managed
605Clients
10Advisers
5 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
- 6984569
- Firm CRD
- 141694