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Shareholder · William Raveis - Moran Wealth Management, LLC

William M Raveis

CRD 8239892 · Named on Form ADV at one SEC-registered adviser

At a glance

William Raveis - Moran Wealth Management, LLC, an SEC-registered asset manager based in Naples, FL with $0 in regulatory assets, lists William M Raveis on its Form ADV as Shareholder, a control person.

Firms and roles

AtlasMembers

William’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

  • Timothy A. O'LearyChief Compliance Officer, William Raveis - Moran Wealth Management, LLC
  • Donald E. DruryManaging Member, William Raveis - 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 William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.