Timothy D. Moran

CONDOR CAPITAL WEALTH MANAGEMENT

FLEMINGTON, NJ

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CRD#: 6342275

Professional summary

Timothy Dornan Moran, CFP®, who also goes by Timothy D Moran, Timothy Moran, is a registered financial advisor currently at CONDOR CAPITAL WEALTH MANAGEMENT located in Flemington, New Jersey.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Timothy has worked at 10 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Timothy D Moran | Timothy Moran

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Dornan Moran's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

October 31, 2023 - Present

CONDOR CAPITAL WEALTH MANAGEMENT

Office #2: 1973 Washington Valley Road, Martinsville, NJ 08836-2053

RIA

CRD#: 104920

FLEMINGTON, NJ

Past

August 17, 2022 - September 15, 2023

CITIZENS SECURITIES, INC.

RIA

CRD#: 39550

TRENTON, NJ

Past

August 17, 2022 - September 15, 2023

CITIZENS SECURITIES, INC.

CRD#: 39550

TRENTON, NJ

Past

April 27, 2020 - August 17, 2022

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

YARDSVILLE, NJ

Past

April 27, 2020 - August 17, 2022

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

YARDVILLE, NJ

Past

March 22, 2019 - April 23, 2020

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

Martinsville, NJ

Past

March 19, 2019 - April 23, 2020

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

Martinsville, NJ

Past

February 28, 2018 - March 12, 2019

PRESTIGE WEALTH MANAGEMENT GROUP, LLC

RIA

CRD#: 127381

FLEMINGTON, NJ

Past

February 27, 2018 - March 12, 2019

TRIAD ADVISORS LLC

CRD#: 25803

FLEMINGTON, NJ

Past

December 14, 2016 - January 25, 2018

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

PRINCETON, NJ

Past

December 13, 2016 - January 25, 2018

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

PRINCETON, NJ

Past

July 31, 2015 - October 4, 2016

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

LAWRENCEVILLE, NJ

Past

July 31, 2015 - October 4, 2016

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

LAWRENCEVILLE, NJ

Past

November 24, 2014 - June 10, 2015

EDWARD JONES

RIA

CRD#: 250

HILLSBOROUGH, NJ

Past

September 16, 2014 - June 10, 2015

EDWARD JONES

CRD#: 250

HILLSBOROUGH, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CONDOR CAPITAL WEALTH MANAGEMENT

CONDOR CAPITAL MANAGEMENT | CONDOR CAPITAL WEALTH MANAGEMENT

CRD#: 104920 / SEC#: 801-33145

RIA

Registered Investment Advisory firm - (11/14/1988 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(11/6/2023)

IAR

Texas
(10/31/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/24/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/16/2014

General Securities Representative Examination

Current Firm

CONDOR CAPITAL WEALTH MANAGEMENT

CONDOR CAPITAL MANAGEMENT | CONDOR CAPITAL WEALTH MANAGEMENT

CRD#: 104920 / SEC#: 801-33145

RIA

Registered Investment Advisory firm - (11/14/1988 Approved)

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Contact information

Main Address

1973 Washington Valley Road, Martinsville, NJ 08836-2053

Mailing Address

Phone number

(732) 356-7323

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CONDOR CAPITAL MANAGEMENT ADV PART 2A, FIRM BROCHURE (8/8/2025)

Regulatory assets under management

Total Number of Accounts	4,216
AUM (Assets Under Management)	$ 1,996,405,279

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2025	Cover Page	Report
02/27/2025	Cover Page	Report
10/26/2023	Cover Page	Report
12/22/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Timothy D. Moran

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Dornan Moran's CRS (Customer Relationship Summary).

Certified licenses

Experience

CITIZENS SECURITIES, INC.

CITIZENS SECURITIES, INC.

CETERA INVESTMENT ADVISERS LLC

CETERA INVESTMENT SERVICES LLC

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

PRESTIGE WEALTH MANAGEMENT GROUP, LLC

TRIAD ADVISORS LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

CONDOR CAPITAL WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 11/24/2014

SIE

Date: 10/1/2018

Series 7

Date: 9/16/2014

Current Firm

CONDOR CAPITAL WEALTH MANAGEMENT

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CONDOR CAPITAL WEALTH MANAGEMENT

TRUST BUT VERIFY

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