Moran Wealth Management, LLC
Moran Wealth Management, LLC (CRD# 319208) is a financial advisory firm headquartered in Naples, FL. They manage $4,266,886,768 in 10,644 accounts and serve the financial needs of clients across 31 states (or territories).
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Total Assets Under Management4,267MILLION
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Total Number of Accounts10,644ACCOUNTS
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Average Account Value$400,872
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CT, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA, WI
Devon Banning (CRD# 7809983) is an Investment Advisor Representative working at Moran Wealth Management, LLC in Naples, FL and has 1 year of experience in the finance industry.
Charles Chesebrough (CRD# 7318883) is an Investment Advisor Representative working at Moran Wealth Management, LLC in Naples, FL and has over 3 years of experience in the finance industry.
Eftina Coma (CRD# 7889056) is an Investment Advisor Representative working at Moran Wealth Management, LLC in Naples, FL and has 1 year of experience in the finance industry.
Lucca Delcompare (CRD# 7291872) is an Investment Advisor Representative working at Moran Wealth Management, LLC in Naples, FL and has over 3 years of experience in the finance industry.
Stefanie Drack (CRD# 7055089) is an Investment Advisor Representative working at Moran Wealth Management, LLC in Naples, FL and has 1 year of experience in the finance industry.
Donald Drury (CRD# 2293847) is an Investment Advisor Representative working at Moran Wealth Management, LLC in Naples, FL and has over 30 years of experience in the finance industry.
Denisa Kote (CRD# 7872416) is an Investment Advisor Representative working at Moran Wealth Management, LLC in Naples, FL and has 1 year of experience in the finance industry.
Adam Masterson (CRD# 7807625) is an Investment Advisor Representative working at Moran Wealth Management, LLC in Naples, FL and has 1 year of experience in the finance industry.
Seyed Aryan Mirfakhraee (CRD# 6480417) is an Investment Advisor Representative working at Moran Wealth Management, LLC in Naples, FL and has over 2 years of experience in the finance industry.
Justin Roth (CRD# 7716952) is an Investment Advisor Representative working at Moran Wealth Management, LLC in Naples, FL and has 1 year of experience in the finance industry.