Moralis Technologies, LLC
Firm details
- Headquarters
- Pittsburgh, Pennsylvania
- CRD number
- 316221
- Registered since
- October 13, 2021
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI53.9%
- Charitable Organizations35.17%
- Individuals10.93%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Moralis Technologies, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2021. The firm acts as a capital allocator and provides fee-based advisory services to both individual/family and institutional clients. Core advisory offerings include comprehensive financial planning, portfolio management for individuals and small businesses, and manager selection/oversight — the firm lists “selection of other advisers” as an explicit service line. Moralis reports being an active ESG investor and operates as a related adviser under individual ownership.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities43%
- Public Funds/Mutual Funds34%
- Cash & Cash Equivalents23%
Owners & executives
3 of 4
William McMahon
Chief Equity StrategistCRD 6110998
David Reichert
Chief Compliance OfficerCRD 5967692
Christopher Mcmahon
President and Chief Executive OfficerCRD 1637681
Contacts
3 of 5
Jack Mcmahon
Investment Adviser RepresentativeCRD 6345536
Nathan Fulkman
Financial AdvisorCRD 6233195
Jessica Chominski
Financial AdvisorCRD 7867398
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Pittsburgh, PA
Allegheny
Location
Pittsburgh, PA
Headquartered in Pittsburgh, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- Allegheny
- Address
- 650 Washington Rd
- Time zone
- ET (UTC-5)
- Office locations
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