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Lucca Giovanni Delcompare

Moran Wealth Management, LLC

Naples, FL

CRD 7291872

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Employer firm

Moran Wealth Management, LLC CRD 319208

$5.10B regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Moran Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-11-22
FL RA APPROVED 2022-09-02
  • TX RA
    APPROVED
    Since 2022-11-22
  • FL RA
    APPROVED
    Since 2022-09-02

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
Wells Fargo Advisors Financial Network, Llc Naples FL 08/2020 08/2022
Handel And Haydn Society Boston FL 06/2019 08/2019
Coastal Construction Miami FL 06/2018 08/2018
Lowes Naples FL 06/2017 08/2017
Delcompare Design Works Naples FL 06/2016 08/2017
Williams College Williamstown MA 08/2016 06/2020
Moran Wealth Management, Llc Naples FL 08/2022 Present
  • 08/2020 → 08/2022
    Naples, FL
  • 06/2019 → 08/2019
    Handel And Haydn Society
    Boston, FL
  • 06/2018 → 08/2018
    Coastal Construction
    Miami, FL
  • 06/2017 → 08/2017
    Lowes
    Naples, FL
  • 06/2016 → 08/2017
    Delcompare Design Works
    Naples, FL
  • 08/2016 → 06/2020
    Williams College
    Williamstown, MA
  • 08/2022 → Present
    Naples, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-08
  • S66 Uniform Combined State Law Examination
    2021-01-08
Other Names
  • Lucca Delcompare

View on SEC IAPD

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