Harold Joseph Moran

Employer firm

Sustainable Advisors Alliance LLC CRD 312061

$235M regulatory AUM 28 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/2011 → 04/2021
  Portfolio Resources Advisor Group
  Saratoga Springs, NY
• 04/2021 → Present
  Sustainable Advisors Alliance Llc
  Tulsa, OK
• 09/2011 → 12/2019
  Portfolio Resources Group
  Saratoga Springs, NY

Previous Registrations

• 2011-09-14 → 2021-04-30
  Portfolio Resources Advisor Group, Inc.
  Coral Gables, FL
  Saratoga Springs, NY

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-12-29

Designations

• Certified Financial Planner

Other Names

• Harry Moran