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, individual-owned registered investment adviser organized as an LLC. The firm registered with the SEC in 2021 and describes itself as a capital allocator that serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Moralis charges fees as a percentage of assets under management and reports being an active ESG investor. The firm also indicates a relationship with a related adviser, and it engages outside managers as part of its allocation activity.
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
David Reichert
Chief Compliance OfficerCRD 5967692
Megan Petruska
Vice President and Chief Operating OfficerCRD 5041200
Christopher Mcmahon
President and Chief Executive OfficerCRD 1637681
Contacts
3 of 6
Mark Kasimirsky
Principal AdvisorCRD 5742812
Gregory Dukes
Vice President Client EngagementCRD 4441372
Nathan Fulkman
Financial AdvisorCRD 6233195
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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