Adviser and broker representative · United Brokerage Services, Inc.
Manuel M. Moral
CRD 4875405 · Rockville, MD
At a glance
Manuel M. Moral is an investment adviser representative with United Brokerage Services, Inc. in Rockville, MD, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Manuel’s SEC record dates to 2005, about 21 years ago. Manuel is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- United Brokerage Services, Inc.Since April 2018Rockville, MD · $372M in regulatory assets
SEC adviser record
- Registered since
- 2005 (21 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 66
- Registered in
- 4 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Manuel’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.