Kaitlin Poterack

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

• 04/2015 → 08/2018
  Mcdonalds
  Cary, IL
• 10/2018 → 02/2019
  Lundberg Survey
  Camarillo, CA
• 02/2019 → 08/2020
  Informa
  Agoura Hills, CA
• 08/2020 → 09/2024
  Poterack Capital Advisory
  Charlotte, NC
• 09/2024 → Present
  Moran Wealth Management
  Naples, FL
• 09/2024 → Present
  Moran Wealth Management
  Naples, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-31