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Member and Trustee of Sandra O. Moran 2020 Descendants Trust · Moran Wealth Management, LLC

Kylen S. O'Keeffe

CRD 6232057 · Named on Form ADV at one SEC-registered adviser

At a glance

Moran Wealth Management, LLC, an SEC-registered wealth manager based in Naples, FL with $5.1 billion in regulatory assets, lists Kylen S. O'Keeffe on its Form ADV as Member and Trustee of Sandra O. Moran 2020 Descendants Trust, a control person.

Firms and roles

  • Moran Wealth Management, LLCMember and Trustee of Sandra O. Moran 2020 Descendants TrustWealth manager · Naples, FL · $5.1B in regulatory assets

AtlasMembers

Kylen’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Donald E. DruryMember, Moran Wealth Management, LLC
  • Patrick K. MoranMember and Trustee of Thomas M. Moran 2015 Irrevocable Insurance Trust, Moran Wealth Management, LLC
  • Thomas M. MoranManaging Member and Grantor of Thomas M. Moran Revocable Trust, Moran Wealth Management, LLC
  • Timothy A. O'LearyChief Compliance Officer, Moran Wealth Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kylen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.