Jacobi Capital Management
41yrs
Top advisor by experience in Wilkes Barre
5yrs
Dylan Moran
Financial advisor at Merrill
Dylan Moran has worked in the financial industry for 5 years and is a fiduciary financial advisor based in Wilkes Barre, Pennsylvania. After a year at UBS Financial Services, Dylan joined Merrill in 2023, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
Office600 Baltimore Dr, Wilkes Barre, PA 18702
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowMerrillCurrent firm
- Mar 2022 – May 2023UBS Financial Services Inc.Previously
Contact Dylan
Local office(570) 829-8000Ask for Dylan. (800) 637-7455Main office · New York, NY 600 Baltimore DrWilkes Barre, PA 18702Office · Get directions
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Questions to ask Dylan
Tailored to Dylan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Dylan
How do I contact Dylan?
Call Dylan’s local office at (570) 829-8000 or the Merrill main office at (800) 637-7455, and ask for Dylan Moran.
How long has Dylan been a financial advisor?
Dylan has been in the industry since 2022, about 5 years. 5 years in the industry.
What licenses does Dylan hold?
Series 66. Tap any license on this page to see what it allows.
Is Dylan a fiduciary?
Dylan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dylan paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Dylan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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