Investment adviser representative · Moran Wealth Management, LLC
Eftina Coma
CRD 7889056 · Naples, FL
At a glance
Eftina Coma 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 Eftina’s SEC record dates to 2024, about 2 years ago.
Current advisory firm
- Moran Wealth Management, LLCSince April 2024Naples, FL · $5.1B in regulatory assets
SEC adviser record
- Registered since
- 2024 (2 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Eftina’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
- Locked
- 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.