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Stefanie Nmn Murray

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
TX RA APPROVED_RES 2023-11-28
FL RA APPROVED 2023-05-04
  • TX RA
    APPROVED_RES
    Since 2023-11-28
  • FL RA
    APPROVED
    Since 2023-05-04

Branch Locations

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Moran Wealth Management Naples FL 12/2019 12/2025
Wells Fargo Advisors Naples FL 12/2018 12/2019
Wells Fargo Bank Estero FL 12/2016 12/2018
Collier Spay Neuter Clinic Naples FL 05/2013 12/2016
Florida Gulf Coast University Fort Myers FL 08/2016 05/2017
Florida Atlantic University Boca Raton FL 08/2017 12/2019
Moran Wealth Management Naples FL 12/2025 Present
  • 12/2019 → 12/2025
    Moran Wealth Management
    Naples, FL
  • 12/2018 → 12/2019
    Wells Fargo Advisors
    Naples, FL
  • 12/2016 → 12/2018
    Wells Fargo Bank
    Estero, FL
  • 05/2013 → 12/2016
    Collier Spay Neuter Clinic
    Naples, FL
  • 08/2016 → 05/2017
    Florida Gulf Coast University
    Fort Myers, FL
  • 08/2017 → 12/2019
    Florida Atlantic University
    Boca Raton, FL
  • 12/2025 → Present
    Moran Wealth Management
    Naples, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-17
  • S65 Uniform Investment Adviser Law Examination
    2023-03-17
Designations
Other Names
  • Stefanie Drack
  • Stefanie Nmn Drack

View on SEC IAPD

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