Unclaimed Profile

Corey Grant

MORAN WEALTH MANAGEMENT, LLC·NAPLES, Florida

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

5801 PELICAN BAY BLVD, SUITE 110, NAPLES, FL 34108CRD# 6097072Firm CRD# 319208

Profile Verification

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

Identity

Corey Grant · NAPLES, FL

Registration

CRD #6097072 · MORAN WEALTH MANAGEMENT, LLC · 11 years registered

Brand Profile

Not yet started

Career History

MORAN WEALTH MANAGEMENT, LLC

May 2022 – present

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Nov 2018 – Jun 2022

NAPLES, FL

WELLS FARGO CLEARING SERVICES, LLC

Nov 2014 – Nov 2018

NAPLES, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · November 4, 2014

Years registered · 11

Professional designation · CFP

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 Corey Grant offer?

Corey Grant specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NAPLES, Florida for a consultation.

What are Corey Grant's credentials?

Corey Grant holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Corey Grant located?

Corey Grant 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 Corey Grant charge for services?

Corey Grant'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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