Unclaimed Profile

Brian Michael Moran

AMG FUNDS LLC·GREENWICH, Connecticut

SIE, Series 7, Series 24, Series 66Clean record21 years registeredAMG FUNDS LLC

600 STEAMBOAT ROAD, GREENWICH, CT 06830CRD# 4120793Firm CRD# 153456

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Michael Moran · GREENWICH, CT

Registration

CRD #4120793 · AMG FUNDS LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: AMG FUNDS LLC

NEUBERGER BERMAN LLC

Sep 2004 – Sep 2015

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · September 22, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AMG FUNDS LLC

CRD 153456 · SEC 801-56365

AUM

$21.2B

Regulatory assets under management

Employees

5 client accounts

Services offered by AMG FUNDS LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at AMG FUNDS LLC →

Introduction

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Frequently Asked Questions

What services does Brian Michael Moran offer?

Brian Michael Moran specializes in Investment Management, Wealth Management.

What are Brian Michael Moran's credentials?

Brian Michael Moran is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Michael Moran located?

Brian Michael Moran is based in GREENWICH, Connecticut, last registered with AMG FUNDS LLC.

How does Brian Michael Moran charge for services?

Brian Michael Moran's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AMG FUNDS LLC?

AMG FUNDS LLC has approximately 90 employees and manages $21.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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