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).

Current Firm Details
5801 Pelican Bay Blvd, Suite 110, Naples, FL 34108
https://m.facebook.com/moranwealth/
By the Numbers
  • Total Assets Under Management
    4,267
    MILLION
  • Total Number of Accounts
    10,644
    ACCOUNTS
  • Average Account Value
    $400,872
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Moran Wealth Management, LLC
Showing 21 - 22 of 22 top financial advisors.
21
Mia Safron, financial advisor Naples FL
Mia A. Safron
CRD#: 7447549
5801 Pelican Bay Blvd, Suite 110, Naples, FL 34108

Mia Safron (CRD# 7447549) is an Investment Advisor Representative working at Moran Wealth Management, LLC in Naples, FL and has 1 year of experience in the finance industry.

22
Gavin Schell, financial advisor Naples FL
Gavin D. Schell
CRD#: 7611362
5801 Pelican Bay Blvd, Suite 110, Naples, FL 34108

Gavin Schell (CRD# 7611362) is an Investment Advisor Representative working at Moran Wealth Management, LLC in Naples, FL and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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