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Tyler William Hardt

Moran Wealth Management, LLC

Naples, FL

CRD 6995387

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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
FL RA APPROVED 2023-01-24
  • FL RA
    APPROVED
    Since 2023-01-24

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
Pelican Bay Capital Management Naples FL 07/2018 12/2022
Artisan Partners Asset Management Atlanta GA 07/2009 06/2018
Moran Wealth Management, Llc Naples FL 01/2023 Present
Pelican Bay Capital Management Naples FL 10/2018 Present
Moran Wealth Management, Llc Naples FL 01/2023 Present
  • 07/2018 → 12/2022
    Pelican Bay Capital Management
    Naples, FL
  • 07/2009 → 06/2018
    Artisan Partners Asset Management
    Atlanta, GA
  • 01/2023 → Present
    Moran Wealth Management, Llc
    Naples, FL
  • 10/2018 → Present
    Pelican Bay Capital Management
    Naples, FL
  • 01/2023 → Present
    Moran Wealth Management, Llc
    Naples, FL
Previous Registrations
  • 2018-10-19 → 2023-02-24
    Pelican Bay Capital Management
    Naples, FL
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC

Nearby Investors

JENNIFER ERNA MCMANUS
RUDINA RUCI
SALWA AMEEN

Nearby Offices

TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
WELLS FARGO CLEARING SERVICES, LLC · NAPLES, FL

More in Naples, FL

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