Unclaimed Profile

Michael Timothy Moriarty

HIGHLINE WEALTH MANAGEMENT, LLC·ROCKVILLE, Maryland

SIE, Series 7, Series 7TO, Series 31, Series 63, Series 65CFP25 years registeredHIGHLINE WEALTH MANAGEMENT, LLC

ONE PRESERVE PARKWAY, ROCKVILLE, MD 20852CRD# 2355008Firm CRD# 142542

Profile Verification

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

Identity

Michael Timothy Moriarty · ROCKVILLE, MD

Registration

CRD #2355008 · HIGHLINE WEALTH MANAGEMENT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

STRATEGIC ADVISERS LLC

Mar 2025 – present

FIDELITY BROKERAGE SERVICES LLC

Apr 2021 – present

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Jun 2021 – Mar 2025

SILVER SPRING, MD

AMERIPRISE FINANCIAL SERVICES, LLC.

Sep 2020 – Mar 2021

BETHESDA, MD

WEALTHSPIRE ADVISORS

Apr 2016 – Aug 2020

POTOMAC, MD

HIGHLINE WEALTH MANAGEMENT, LLC

Dec 2013 – Sep 2015

ROCKVILLE, MD

MORGAN STANLEY

Jun 2009 – Dec 2013

BETHESDA, MD

MORGAN STANLEY & CO. INCORPORATED

Apr 2007 – Jun 2009

BETHESDA, MD

MORGAN STANLEY

Jan 2001 – Apr 2007

BETHESDA, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 31

Series 63

Series 65

Registration record

First registered · January 30, 2001

Years registered · 25

Professional designation · CFP

Disclosure History

2001Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

HIGHLINE WEALTH MANAGEMENT, LLC

CRD 142542 · SEC 801-67341

AUM

$1.4B

Regulatory assets under management

Employees

3,020 client accounts

Services offered by HIGHLINE WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HIGHLINE WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Timothy Moriarty offer?

Michael Timothy Moriarty specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROCKVILLE, Maryland for a consultation.

What are Michael Timothy Moriarty's credentials?

Michael Timothy Moriarty holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael Timothy Moriarty located?

Michael Timothy Moriarty is based in ROCKVILLE, Maryland, working with HIGHLINE WEALTH MANAGEMENT, LLC. Their office serves clients in the ROCKVILLE metropolitan area and surrounding communities.

How does Michael Timothy Moriarty charge for services?

Michael Timothy Moriarty's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HIGHLINE WEALTH MANAGEMENT, LLC?

HIGHLINE WEALTH MANAGEMENT, LLC has approximately 24 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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