Stephen Zuriel Moran

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2022 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 01/2016 → 12/2019
  Peak Flight Support
  Greeley, CO
• 08/2020 → 01/2021
  Jamie Russell State Farm
  Fort Collins, CO
• 01/2021 → 01/2022
  Department Of Human Services
  Greeley, CO
• 08/2019 → 08/2020
  Weld County Probation
  Greeley, CO
• 08/2015 → 12/2019
  University Of Northern Colorado
  Greeley, CO

Exams

• S66 Uniform Combined State Law Examination
  2025-07-09
• S63 Uniform Securities Agent State Law Examination
  2022-11-16

Other Names

• Zuriel Moran