Brittany Moran is Trustee and Vice President and Financial Advisor of Lincoln Capital, is a control person of the firm and directly owns under 5% of it. Brittany Moran holds a Master's degree in Finance from Northeastern University. Brittany Moran studied at George Washington University.
Lincoln Capital Corporation is an East Greenwich, RI firm with $418M under management, 270 clients and 3 advisers across 4 offices, as of its March 2026 filing.
Brittany Albert Moran is Vice President, Investment Advisor Representative of Lincoln Capital Corporation, based in East Greenwich, Rhode Island. She joined Lincoln Capital in 2011 as a principal and investment advisor representative and is its lead relationship manager and financial planner. Earlier she worked at Merrill Lynch as a Financial Advisor in Washington DC for five years.
Brittany Moran’s longest registration is the current one, 15 years at Lincoln Capital since 2011. Before joining Lincoln Capital in 2011, Brittany Moran was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 4 yearsWashington, DC · Adviser representative · Firm CRD 7691
Professional designations
Listed by Lincoln Capital
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Retirement Planning Counselor (CRPC)
Investment adviser representative registrations
Brittany Moran is registered as an investment adviser representative in 2 states. The first approvals date from July 2011; the most recent is Texas, in July 2017.
- Rhode IslandSince 15 July 2011
- TexasSince 18 July 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 9 November 2006 |
| Series 7 | General Securities Representative Examination | 5 October 2006 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Brittany Albert Moran
- CRD
- 4987748
- Firm
- Lincoln Capital · CRD 109922
- Role
- Trustee; Vice President and Financial Advisor
- Registration
- Investment adviser registration
- In the industry since
- November 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lincolncapitalcorp.com
Where does Brittany Moran work?
Brittany Moran is Trustee; Vice President and Financial Advisor of Lincoln Capital Corporation, and is a control person of the firm.
Is Brittany Moran a financial advisor?
Yes. Brittany Moran has a current investment-adviser registration in Rhode Island and Texas, through Lincoln Capital since July 2011.
How many years of experience does Brittany Moran have?
Brittany Moran has 19 years in the financial industry, since November 2006, across 2 adviser firms.
What exams has Brittany Moran passed?
Brittany Moran has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in October 2006.
Where did Brittany Moran work before Lincoln Capital?
Before Lincoln Capital, Brittany Moran was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, November 2006 to July 2011.
Is Brittany Moran registered with FINRA?
No. Brittany Moran has no current broker registration.
Is Brittany Moran a CFP?
Lincoln Capital lists Brittany Moran with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Brittany Albert Moran biography, lincolncapitalcorp.com
How can I verify Brittany Moran’s record?
Search CRD 4987748 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brittany Moran’s full registration record.
