Unclaimed Profile

Donald Edward Drury

MORAN WEALTH MANAGEMENT, LLC·NAPLES, Florida

Series 6, Series 7, Series 63, Series 65, Series 66Clean record15 years registeredMORAN WEALTH MANAGEMENT, LLC

5801 PELICAN BAY BLVD, SUITE 110, NAPLES, FL 34108CRD# 2293847Firm CRD# 319208

Profile Verification

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

Identity

Donald Edward Drury · NAPLES, FL

Registration

CRD #2293847 · MORAN WEALTH MANAGEMENT, LLC · 15 years registered

Brand Profile

Not yet started

Career History

MORAN WEALTH MANAGEMENT, LLC

May 2022 – present

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Dec 2019 – Jun 2022

NAPLES, FL

PNC INVESTMENTS

Dec 2010 – Apr 2014

NAPLES, FL

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Series 66

Registration record

First registered · December 21, 2010

Years registered · 15

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 Donald Edward Drury offer?

Donald Edward Drury specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NAPLES, Florida for a consultation.

What are Donald Edward Drury's credentials?

Donald Edward Drury is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donald Edward Drury located?

Donald Edward Drury 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 Donald Edward Drury charge for services?

Donald Edward Drury'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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