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Donald Edward Drury

Moran Wealth Management, LLC

Naples, FL

CRD 2293847

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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 2022-06-16
TX RA APPROVED 2022-05-16
  • FL RA
    APPROVED
    Since 2022-06-16
  • TX RA
    APPROVED
    Since 2022-05-16

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
Pnc Wealth Management Naples, Fl FL 11/2009 06/2019
Wells Fargo Advisors Financial Network, Llc Naples FL 09/2019 05/2022
Moran Wealth Management, Llc Naples FL 05/2022 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-11
S65 Uniform Investment Adviser Law Examination 1994-05-02
S63 Uniform Securities Agent State Law Examination 1993-10-05
  • S66 Uniform Combined State Law Examination
    2019-11-11
  • S65 Uniform Investment Adviser Law Examination
    1994-05-02
  • S63 Uniform Securities Agent State Law Examination
    1993-10-05
Other Names
  • Donald Edward Drury
  • Don Drury
  • Donald Edward Drury

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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