Thomas Patrick Mooney
Investment adviser representative at Morton Wealth
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.5BFirm 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
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Morton WealthSep 2025 to now
- Crestwood AdvisorsApr 2025 to now
- Crestwood AdvisorsJan 2024 to Mar 2025
- Crestwood AdvisorsAug 2021 to Dec 2023
- Pilgrim SecurityAug 2019 to Aug 2021
- Bridgewater State UniversitySep 2013 to May 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Morton Wealth
Legal name: Morton Capital Management, LLC
$3.5BAssets managed
1,279Clients
31Advisers
20 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
- 7057847
- Firm CRD
- 141250