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John Peter Moran

Investment adviser representative at Thompson Siegel & Walmsley LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$21.1BFirm 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 assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

10 years in the industry.

  1. Thompson, Siegel & Walmsley LLCDec 2022 to now
  2. Douglas S. Freeman High SchoolNov 2018 to May 2023
  3. Agincourt Capital ManagementFeb 2018 to Dec 2022
  4. UnemployedAug 2016 to Feb 2018

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (VA).

Thompson Siegel & Walmsley LLC

$21.1BAssets managed
302Clients
19Advisers
56 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
7745204
Firm CRD
105726
Advisor's SEC record (opens in a new tab)
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