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Managing Member and Grantor of Thomas M. Moran Revocable Trust · Moran Wealth Management, LLC

Thomas M. Moran

CRD 709062 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Moran Wealth Management, LLC, an SEC-registered wealth manager based in Naples, FL with $5.1 billion in regulatory assets, lists Thomas M. Moran on its Form ADV as Managing Member and Grantor of Thomas M. Moran Revocable Trust, a control person. The SEC filings also name Thomas at 1 other registered adviser.

Firms and roles

AtlasMembers

Thomas’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 each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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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

  • Kylen S. O'KeeffeMember and Trustee of Sandra O. Moran 2020 Descendants Trust, Moran Wealth Management, LLC
  • Donald E. DruryMember, Moran Wealth Management, LLC
  • Patrick K. MoranMember and Trustee of Thomas M. Moran 2015 Irrevocable Insurance 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 Thomas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.