Kylen O'Keeffe has been Member and Trustee of Sandra O. Moran 2020 Descendants Trust of Moran Wealth Management since February 2022, is a control person of the firm and directly owns under 5% of it. Kylen O'Keeffe holds an MBA from Columbia University. Kylen O'Keeffe studied at Williams College.
Moran Wealth Management, LLC is a Naples, FL firm with $5.1B under management, 1,694 clients and 40 advisers in one office, as of its June 2026 filing.
Kylen O’Keeffe is Chief Brand Officer of Moran Wealth Management, based in Naples, Florida. She has more than seven years of industry experience working with clients as Chief Brand Officer at the firm. She has volunteered with the Naples Children & Education Foundation and the United Arts Council and served as a member of the Naples Junior Women's Club.
Kylen O'Keeffe’s longest registration was 5 years at Wells Fargo Clearing Services, LLC (2013–2018). Before joining Moran Wealth Management in 2022, Kylen O'Keeffe was registered through Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC.
- Moran Wealth Management, LLCCurrent– present · 4 yearsNaples, FL · Adviser representative · Firm CRD 319208
- Wells Fargo Advisors Financial Network, LLC– · 3 yearsNaples, FL · Adviser representative · Firm CRD 11025
- Wells Fargo Clearing Services, LLC– · 5 yearsNaples, FL · Adviser representative · Firm CRD 19616
Investment adviser representative registrations
Kylen O'Keeffe is registered as an investment adviser representative in Texas, since May 2022.
- TexasSince 16 May 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 4 October 2013 |
| Series 7 | General Securities Representative Examination | 16 September 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kylen Shea O'Keeffe
- CRD
- 6232057
- Firm
- Moran Wealth Management · CRD 319208
- Role
- Member and Trustee of Sandra O. Moran 2020 Descendants Trust
- Office
- 5801 PELICAN BAY BLVD, SUITE 110, Naples, FL 34108
- Registration
- Investment adviser registration
- In the industry since
- September 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- moranwm.com
Where does Kylen O'Keeffe work?
Kylen O'Keeffe has been Member and Trustee of Sandra O. Moran 2020 Descendants Trust of Moran Wealth Management, LLC since February 2022, and is a control person of the firm.
Is Kylen O'Keeffe a financial advisor?
Yes. Kylen O'Keeffe has a current investment-adviser registration in Texas, through Moran Wealth Management since May 2022.
How many years of experience does Kylen O'Keeffe have?
Kylen O'Keeffe has 13 years in the financial industry, since September 2013, across 3 adviser firms.
What exams has Kylen O'Keeffe passed?
Kylen O'Keeffe has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2013. FINRA credited Kylen O'Keeffe with the SIE, which began in October 2018.
Where did Kylen O'Keeffe work before Moran Wealth Management?
Before Moran Wealth Management, Kylen O'Keeffe was registered through Wells Fargo Clearing Services, LLC, October 2013 to November 2018.
Where is Kylen O'Keeffe based?
Kylen O'Keeffe’s registered office is in Naples, FL.
Is Kylen O'Keeffe registered with FINRA?
No. Kylen O'Keeffe has no current broker registration.
How can I verify Kylen O'Keeffe’s record?
Search CRD 6232057 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kylen O'Keeffe’s full registration record.
