AdvisorOS Directory
Claim Profile
DB

Dawn Louise Barakett

MORAN WEALTH MANAGEMENT, LLC·NAPLES, Florida
Unclaimed Profile
5801 PELICAN BAY BLVD, SUITE 110, NAPLES, FL 34108CRD# 5061490Firm CRD# 319208
01

About

Dawn Louise Barakett is a registered financial advisor based in NAPLES, Florida, affiliated with MORAN WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MORAN WEALTH MANAGEMENT, LLC
MORAN WEALTH MANAGEMENT, LLC
AUM
$4.3B
Regulatory assets under management
Employees
44
Total firm employees
View all advisors at MORAN WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5061490
Firm CRD# 319208
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NAPLES?

Browse all registered financial advisors in NAPLES, Florida or claim this profile if it's yours.

Browse NAPLES AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Dawn Louise Barakett offer?
Dawn Louise Barakett specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NAPLES, Florida for a consultation.
What are Dawn Louise Barakett's credentials?
Dawn Louise Barakett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dawn Louise Barakett located?
Dawn Louise Barakett 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 Dawn Louise Barakett charge for services?
Dawn Louise Barakett'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in NAPLES
Robert William Stiess — WASMER, SCHROEDER & COMPANY, LLCLawrence Joseph Daly — DAC ASSET MANAGEMENT LLCPasquale (nmn) Antonetti — ANTONETTI CAPITAL MANAGEMENT, LLCNicholas Edward Day — QUANTITATIVE INVESTMENT DECISIONS LLCPatrick Robert George — HALSTATT MANAGEMENT COMPANY, LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile