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Brett Michael Slattery

Moran Wealth Management, LLC

Naples, FL

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Current Employers
Moran Wealth Management, Llc

5801 Pelican Bay Blvd, Suite 110, Naples, FL 34108 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-06-02
TX RA APPROVED 2026-05-13
  • FL RA
    APPROVED
    Since 2026-06-02
  • TX RA
    APPROVED
    Since 2026-05-13

Branch Locations

5801 Pelican Bay Blvd, Suite 110, Naples, FL 34108 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Willis Investment Counsel Gainesville GA 06/2012 12/2025
Moran Wealth Management, Llc Naples FL 04/2026 Present
Moran Wealth Management, Llc Naples FL 04/2026 Present
Unemployed Gainesville GA 12/2025 04/2026
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-10-04
S63 Uniform Securities Agent State Law Examination 1996-06-28
  • S65 Uniform Investment Adviser Law Examination
    2011-10-04
  • S63 Uniform Securities Agent State Law Examination
    1996-06-28
Designations

View on SEC IAPD

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WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
SYNOVUS SECURITIES, INC.
LPL FINANCIAL LLC
CAPITAL WEALTH PLANNING, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NTV FRONTIER MANAGEMENT

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RUDINA RUCI
SALWA AMEEN
SAEGER CAY OLSEN
MIGUEL ALEJANDRO ALVAREZ
Manuel Espinosa
Ethan Nathaniel Stern
DAVID MATTHEW WHITTAKER

Other Offices

TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
WELLS FARGO CLEARING SERVICES, LLC · NAPLES, FL
J.P. MORGAN SECURITIES LLC · NAPLES, FL
SYNOVUS SECURITIES, INC. · NAPLES, FL
LPL FINANCIAL LLC · NAPLES, FL
CAPITAL WEALTH PLANNING, LLC · NAPLES, FL
AMERIPRISE FINANCIAL SERVICES, LLC · NAPLES, FL

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