Investment adviser representative · Moran Wealth Management, LLC
Charissa A. Konz
CRD 2295377 · Naples, FL
At a glance
Charissa A. Konz is an investment adviser representative with Moran Wealth Management, LLC in Naples, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Charissa’s SEC record dates to 2019, about 7 years ago.
Current advisory firm
- Moran Wealth Management, LLCSince March 2026Naples, FL · $5.1B in regulatory assets
SEC adviser record
- Registered since
- 2019 (7 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Charissa’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.