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RM

Ryan T. Moran

LOCUS WEALTH MANAGEMENT
WEST CHESTER, PA
Some features on this profile are disabled
CRD#: 6962976
RM

Professional summary

Ryan Thomas Moran, CFP®, who also goes by Ryan Moran, Ryan T Moran, is a registered financial advisor currently at LOCUS WEALTH MANAGEMENT located in West Chester, Pennsylvania.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Ryan has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ryan Moran | Ryan T 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 Ryan Thomas Moran's 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

Experience

Current

October 8, 2025 - Present

LOCUS WEALTH MANAGEMENT

RIA
CRD#: 338162
WEST CHESTER, PA
Past

February 28, 2020 - October 15, 2025

VANGUARD ADVISERS, INC.

RIA
CRD#: 106715
MALVERN, PA
Past

July 25, 2019 - October 15, 2025

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
MALVERN, PA

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
Pennsylvania
(10/8/2025)
IAR
Texas
(12/4/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/8/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/25/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/26/2019
Securities Industry Essentials Examination

Current Firm

LW
LOCUS WEALTH MANAGEMENT
LOCUS WEALTH MANAGEMENT | LOCUS WEALTH MANAGEMENT LLC

CRD#: 338162 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (10/8/2025 Approved)
Texas
Registered Investment Advisory firm - (11/13/2025 Conditional Restricted)
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Contact information

Main Address
West Chester, PA
Mailing Address
Phone number
(610) 628-0966
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts19
AUM (Assets Under Management)$ 8,567,069

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.

Company Information

LOCUS WEALTH MANAGEMENT

CRD#: 338162West Chester, PA

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