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Charles T Sonalia

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
FL RA APPROVED 2025-05-28
TX RA APPROVED 2025-05-26
  • FL RA
    APPROVED
    Since 2025-05-28
  • TX RA
    APPROVED
    Since 2025-05-26

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
Naples High School Naples FL 08/2016 08/2018
Publix Supermarkets Naples FL 08/2018 01/2021
Little Masa Tallahassee FL 08/2023 08/2024
Jimmy P's Butcher Shop And Deli Naples FL 05/2021 09/2024
Moran Wealth Management Naples FL 09/2024 Present
Moran Wealth Management Naples FL 09/2024 Present
College Fort Myers FL 01/2021 05/2021
  • 08/2016 → 08/2018
    Naples High School
    Naples, FL
  • 08/2018 → 01/2021
    Publix Supermarkets
    Naples, FL
  • 08/2023 → 08/2024
    Little Masa
    Tallahassee, FL
  • 05/2021 → 09/2024
    Jimmy P's Butcher Shop And Deli
    Naples, FL
  • 09/2024 → Present
    Moran Wealth Management
    Naples, FL
  • 09/2024 → Present
    Moran Wealth Management
    Naples, FL
  • 01/2021 → 05/2021
    College
    Fort Myers, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-26
  • S65 Uniform Investment Adviser Law Examination
    2025-04-26

View on SEC IAPD

Other Firms

TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
SYNOVUS SECURITIES, INC.
LPL FINANCIAL LLC
CAPITAL WEALTH PLANNING, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NTV FRONTIER MANAGEMENT

Other Investors

JENNIFER ERNA MCMANUS
RUDINA RUCI
SALWA AMEEN
SAEGER CAY OLSEN
MIGUEL ALEJANDRO ALVAREZ
Manuel Espinosa
Ethan Nathaniel Stern
DAVID MATTHEW WHITTAKER

Other Offices

TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
WELLS FARGO CLEARING SERVICES, LLC · NAPLES, FL
J.P. MORGAN SECURITIES LLC · NAPLES, FL
SYNOVUS SECURITIES, INC. · NAPLES, FL
LPL FINANCIAL LLC · NAPLES, FL
CAPITAL WEALTH PLANNING, LLC · NAPLES, FL
AMERIPRISE FINANCIAL SERVICES, LLC · NAPLES, FL

More in Naples, FL

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