Sean Moran (CRD# 4625008) is an Investment Advisor Representative working at Ad Deum Funds, LLC in Murfreesboro, TN and has over 3 years of experience in the finance industry.
CRD# 3051445
Raymond James Financial Services Advisors, Inc.
CRD# 2868401
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2653243
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ad Deum Funds | South Riding, VA | Aug 2021 - Current | 2 |
| Bull Run Investment Management LLC | Fairfax, VA | Oct 2020 - Jul 2021 | < 1 |
| Bull Run Financial Group | Fairfax, VA | Mar 2019 - Jul 2021 | 2 |
| L&s Moran Holdings Llc - Wireless Zone | Aldie, VA | Dec 2013 - Nov 2019 | 5 |
| Robert Half | Mclean, VA | Dec 2016 - Jun 2018 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2020 |
- TN
- VA
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts40ACCOUNTS
-
Average Account Value$75,484
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Other
TN, VA
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