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Braden Langeloh

Moran Wealth Management, LLC

Naples, FL

CRD 7986927

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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 2025-04-25
TX RA APPROVED 2025-04-23
  • FL RA
    APPROVED
    Since 2025-04-25
  • TX RA
    APPROVED
    Since 2025-04-23

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
Vfs Llc Clarkston MI 06/2023 12/2023
Fidelity Investments Naples FL 09/2024 04/2025
Florida State University Tallahassee FL 12/2023 08/2024
Florida State University Tallahassee FL 10/2022 03/2023
Vfs Llc Clarkston MI 05/2022 09/2022
Florida State University Tallahassee FL 01/2022 05/2022
Community School Of Naples Naples FL 08/2014 11/2019
Collier Valet Services Naples FL 09/2019 02/2022
Fidelity Investments Boston MA 03/2025 Present
Unemployed Naples FL 04/2015 09/2019
Pathward Financial Inc. Troy MI 03/2023 05/2024
Unemployed Naples FL 05/2024 09/2024
Moran Wealth Management Naples FL 04/2025 Present
Moran Wealth Management Naples FL 04/2025 Present
Pelican Bay Capital Management Naples FL 01/2026 Present
  • 06/2023 → 12/2023
    Vfs Llc
    Clarkston, MI
  • 09/2024 → 04/2025
    Fidelity Investments
    Naples, FL
  • 12/2023 → 08/2024
    Florida State University
    Tallahassee, FL
  • 10/2022 → 03/2023
    Florida State University
    Tallahassee, FL
  • 05/2022 → 09/2022
    Vfs Llc
    Clarkston, MI
  • 01/2022 → 05/2022
    Florida State University
    Tallahassee, FL
  • 08/2014 → 11/2019
    Community School Of Naples
    Naples, FL
  • 09/2019 → 02/2022
    Collier Valet Services
    Naples, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
  • 04/2015 → 09/2019
    Unemployed
    Naples, FL
  • 03/2023 → 05/2024
    Pathward Financial Inc.
    Troy, MI
  • 05/2024 → 09/2024
    Unemployed
    Naples, FL
  • 04/2025 → Present
    Moran Wealth Management
    Naples, FL
  • 04/2025 → Present
    Moran Wealth Management
    Naples, FL
  • 01/2026 → Present
    Pelican Bay Capital Management
    Naples, FL
Previous Registrations
  • 2025-03-31 → 2025-04-21
    Boston, MA
  • 2025-02-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Naples, FL
    Naples, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-17
  • S66 Uniform Combined State Law Examination
    2025-01-17

View on SEC IAPD

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