Unclaimed Profile

Chelsea Rae Ganey

MORAN WEALTH MANAGEMENT, LLC·NAPLES, Florida

SIE, Series 7, Series 66CFAClean record11 years registeredMORAN WEALTH MANAGEMENT, LLC

5801 PELICAN BAY BLVD, SUITE 110, NAPLES, FL 34108CRD# 5631472Firm CRD# 319208

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Chelsea Rae Ganey · NAPLES, FL

Registration

CRD #5631472 · MORAN WEALTH MANAGEMENT, LLC · 11 years registered

Brand Profile

Not yet started

Career History

SUMMIT WEALTH GROUP

Feb 2026 – present

MORAN WEALTH MANAGEMENT, LLC

Sep 2022 – Jan 2026

NAPLES, FL

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Nov 2018 – Aug 2022

NAPLES, FL

WELLS FARGO CLEARING SERVICES, LLC

Jul 2015 – Nov 2018

NAPLES, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · July 29, 2015

Years registered · 11

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MORAN WEALTH MANAGEMENT, LLC

CRD 319208 · SEC 801-123682

AUM

$4.3B

Regulatory assets under management

Employees

10,644 client accounts

Services offered by MORAN WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MORAN WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Chelsea Rae Ganey offer?

Chelsea Rae Ganey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NAPLES, Florida for a consultation.

What are Chelsea Rae Ganey's credentials?

Chelsea Rae Ganey holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Chelsea Rae Ganey located?

Chelsea Rae Ganey is based in NAPLES, Florida, working with MORAN WEALTH MANAGEMENT, LLC. Their office serves clients in the NAPLES metropolitan area and surrounding communities.

How does Chelsea Rae Ganey charge for services?

Chelsea Rae Ganey's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MORAN WEALTH MANAGEMENT, LLC?

MORAN WEALTH MANAGEMENT, LLC has approximately 44 employees and manages $4.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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