Patrick Moran has been Member and Trustee of Thomas M. Moran 2015 Irrevocable Insurance Trust of Moran Wealth Management since November 2021, is not listed as a control person, but directly owns under 5% of the firm. Patrick Moran holds a BA in Biology from Harvard 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.
Patrick Moran is Chief Technology Officer of Moran Wealth Management, based in Naples, Florida. He is a member of the firm's Strategy and Research team. He was born and raised in Naples.
No adviser firm registrations are on Patrick Moran’s record.
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 23 May 2019 |
| SIE | Securities Industry Essentials Examination | 9 April 2019 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Patrick Keenan Moran
- CRD
- 6625968
- Firm
- Moran Wealth Management · CRD 319208
- Role
- Member and Trustee of Thomas M. Moran 2015 Irrevocable Insurance Trust
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- moranwm.com
Where does Patrick Moran work?
Patrick Moran has been Member and Trustee of Thomas M. Moran 2015 Irrevocable Insurance Trust of Moran Wealth Management, LLC since November 2021.
Does Patrick Moran have a current investment-adviser registration?
Patrick Moran has no current investment-adviser or broker registration.
What exams has Patrick Moran passed?
Patrick Moran has passed 2 licensing exams: the SIE and Series 7TO. The earliest, the SIE, was passed in April 2019.
Is Patrick Moran registered with FINRA?
No. Patrick Moran has no current broker registration.
How can I verify Patrick Moran’s record?
Search CRD 6625968 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Patrick Moran’s full registration record.
