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James M
Series 63, Series 65
Naples, FL
Capitol Securities Management, Inc.
James Moran is a financial advisor with Capitol Securities Management, Inc. in Naples, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Capitol Securities Management since 2003 and serves as president of New York Capitol Group LLC, providing business consultation and advisory services. Moran also holds a director position with the Tiburon Estates Home Owners Association, assisting with community management. Capitol Securities Management serves individual, corporate, and charitable clients, including high-net-worth individuals, offering brokerage and investment advisory services along with financial planning, pension consulting, and insurance products. The firm manages assets through various programs and employs a network of representatives who develop client-specific investment policies using a range of securities and strategies.
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