Harry Moran


Saratoga Springs, New York

Services Offered:

  • College Savings
  • Estate
  • Financial Planning
  • Investment Management
  • Retirement

Fee Structure:

  • AUM
  • Retainer
  • Hourly
  • Fixed/flat

Fee Only?     no

Disclosures

About Me

Top Issues

Environment

Equal Opportunity

Health

Harry Moran is a 30-plus year veteran of the financial advisory profession. After beginning his career with an Albany NY-based mutual fund company, Harry joined Advantage Capital Corp. in 1988. In 1992, he joined Cornerstone Financial Advisors and Cadaret, Grant & Co., Inc. where he worked for 19 years before leaving to found Sustainable Wealth Advisors in September of 2011. He began working with sustainable investments in 1988 and made the commitment to specialize in this approach in 2001.

As the owner and founder of Sustainable Wealth Advisors, Harry has been able to strengthen and expand the practice he built at Cornerstone. He has been a network advisor with First Affirmative Financial Network since 2001 and has been a member of the Impact Investing Division of Portfolio Resources Advisor Group, Inc. (PRAG) since 2011. Given his expertise in Impact Investing, Harry was named to the PRAG Investment Committee in 2018. Harry resides in Saratoga Springs, NY with his wife Ellen and daughter Margo. When not at work, you can find him out riding his bike, walking, or supporting the local art and music scene.

An Investment Adviser Representative (IAR) of Portfolio Resources Advisor Group, Inc., an SEC Registered Investment Adviser.Home Office: 800 Brickell Ave., Suite 903, Miami, FL 33131. (305) 372-0299. https://prginc.net/advisors.php 

Years of Experience

30

Credentials

  • CFP® - Certified Financial Planner®
    College for Financial Planning 1991
  • AIF® - Accredited Investment Fiduciary®
    Fi360 2004
  • BA - Bachelor of Arts
    University at Albany 1985

Exams Taken

  • Series 6
  • Series 63