Advisor at Condor Capital Wealth Management — Martinsville, NJ
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
11 years
Location
Martinsville, NJ 08836-2053
Condor Capital Wealth Management
Team
Timothy Moran is a CFP® and Series 66-licensed financial advisor at Condor Capital Wealth Management with 11 years of industry experience. He has previously worked at Investors Bank/Citizens, Allied Wealth Partners, Prestige Wealth Management Group, Wells Fargo Bank, PNC Investments, and Edward Jones. Moran is based in Martinsville, NJ and has been with Condor since 2023. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting using a fee-only investment approach that includes equities, fixed income, mutual funds, ETFs, and alternative strategies such as direct indexing and cryptocurrency exposure under adviser oversight.
Based on Condor Capital Wealth Management
Based on Condor Capital Wealth Management
Financial planning and consulting fees generally range from $500 to $3,000 on a fixed fee basis.
$0 - $1,000,000: 1.00% Over $1,000,000+: 0.75%
Consulting services hourly fee ranges from $100 to $300 per hour; financial planning hourly rates from $200 to $300 per hour.
Account minimum: $500,000 Fee-only: Investment advisory services are provided on a fee-only basis; firm does not accept compensation from sale of securities or other investment products.
Martinsville, NJ
1973 Washington Valley Road
Martinsville NJ 08836-2053
Advisors at this office
15
New Jersey · Texas
11 years of industry experience
Condor Capital Wealth Management
2023 - Present • 3 years
Martinsville, NJ
Investors Bank/Citizens
2020 - 2023 • 3 years
Yardville, NJ
Allied Wealth Partners
2019 - 2020 • 1 year
Martinsville, NJ
Prestige Wealth Management Group
2018 - 2019 • 1 year
Flemington, NJ
Wells fargo Bank
2016 - 2018 • 2 years
Princeton, NJ
PNC investments
2015 - 2016 • 1 year
Lawrenceville, NJ
Edward Jones
2014 - 2015 • 1 year
Hillsborough, NJ
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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