Charles Edward Chesebrough

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2020 → 05/2022
  Wells Fargo Advisors Financial Network, Llc
  Naples, FL
• 01/2006 → 03/2019
  Honeywell International
  Morris Plains, NJ
• 04/2019 → 10/2020
  Not Employed
  Na, NJ
• 05/2022 → Present
  Moran Wealth Management, Llc
  Naples, FL

Previous Registrations

• 2021-01-29 → 2022-06-24
  Wells Fargo Advisors Financial Network, Llc
  Naples, FL

Other Businesses

BARRINGTON CLUB HOMEOWNERS ASSOCIATON, INVT RELATED, NAPLES, FL, TREASURER, START 6/1/2021, 5 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, OVERSEE FINANCIAL STATEMENTS, AID IN DECISIONS ON POOL, LANDSCAPING AND COMMON PROPERTY.

Exams

• S66 Uniform Combined State Law Examination
  2021-01-28

Other Names

• Charles Chesebrough