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Chief Compliance Officer · William Raveis - Moran Wealth Management, LLC

Timothy A. O'Leary

CRD 1414269 · Named on Form ADV at 2 SEC-registered advisers

At a glance

William Raveis - Moran Wealth Management, LLC, an SEC-registered asset manager based in Naples, FL with $0 in regulatory assets, lists Timothy A. O'Leary on its Form ADV as Chief Compliance Officer, a control person. The SEC filings also name Timothy at 1 other registered adviser.

Firms and roles

AtlasMembers

Timothy’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
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. DruryManaging Member, William Raveis - Moran Wealth Management, LLC
  • Kylen S. O'KeeffeMember and Trustee of Sandra O. Moran 2020 Descendants Trust, 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

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