Eamon Moran, financial advisor Wilton CT

Eamon Moran

CRD Number: 4127342
Current Firm: Round Rock Advisors LLC

Eamon Moran (CRD# 4127342) is an Investment Advisor Representative working at Round Rock Advisors LLC in Wilton, CT and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Round Rock Advisors LLC Wilton, CT Jan 2021 - Current < 1
Wells Fargo Clearing Services Greenwich, CT Dec 2018 - Oct 2020 1
Wells Fargo Bank Greenwich, CT Dec 2018 - Oct 2020 1
Unemployed Wilton, CT Nov 2017 - Dec 2018 1
Moody's Corporation New York, NY Jan 2014 - Oct 2017 3
Unemployed Wilton, CT May 2013 - Jan 2014 < 1
One Amherst Partners, LLC Birmingham, MI Apr 2010 - Apr 2013 3
Amherst Partners Birmingham, MI Sep 2009 - Apr 2013 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2006
S66 NASAA Uniform Combined State Law Examination Jun 2019
Contact Info for Eamon H. Moran
Phone Number: (203) 920-4774
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    261
    MILLIONS
  • Total Number of Accounts
    1,217
    ACCOUNTS
  • Average Account Value
    $214,547
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CA, CT, FL, NC, NJ, NY, SC, TX

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