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Patrick Keenan Moran

MORAN WEALTH MANAGEMENT, LLC·NAPLES, Florida
SIE, Series 7TOClean recordMORAN WEALTH MANAGEMENT, LLC
5801 PELICAN BAY BLVD, SUITE 110, NAPLES, FL 34108CRD# 6625968Firm CRD# 319208

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick Keenan Moran · NAPLES, FL
Registration
CRD #6625968 · MORAN WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
MORAN WEALTH MANAGEMENT, LLC
CRD 319208 · SEC 801-123682
AUM
$4.3B
Regulatory assets under management
Employees
44
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 Patrick Keenan Moran offer?
Patrick Keenan Moran specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NAPLES, Florida for a consultation.
What are Patrick Keenan Moran's credentials?
Patrick Keenan Moran is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Keenan Moran located?
Patrick Keenan Moran 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 Patrick Keenan Moran charge for services?
Patrick Keenan Moran'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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Other Advisors at MORAN WEALTH MANAGEMENT, LLC

Kylen Moran
NAPLES, FL
Ryan Elizabeth Frank
NAPLES, FL
CFP
Ashley Nicole Buboltz
NAPLES, FL
Chelsea Rae Ganey
NAPLES, FL
CFA
Donald Edward Drury
NAPLES, FL
Earl Lowry Sistrunk
NAPLES, FL

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Research
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