Donald E. Drury

MORAN WEALTH MANAGEMENT

Naples, FL 34108

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CRD#: 2293847

Professional summary

Donald Edward Drury, who also goes by Don Drury, Donald Edward Drury Jr, is a registered financial advisor currently at MORAN WEALTH MANAGEMENT, LLC located in Naples, Florida.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Donald has worked at 11 firms and has passed the Series 66, Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Don Drury | Donald Edward Drury Jr

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Edward Drury's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 16, 2022 - Present

MORAN WEALTH MANAGEMENT, LLC

Office #1: 5801 Pelican Bay Blvd, Suite 110, Naples, FL 34108

RIA

CRD#: 319208

Naples, FL

Past

December 3, 2019 - June 6, 2022

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

NAPLES, FL

Past

October 17, 2019 - June 6, 2022

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

NAPLES, FL

Past

February 3, 2011 - April 14, 2014

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

NAPLES, FL

Past

December 21, 2010 - April 14, 2014

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

NAPLES, FL

Past

November 13, 2009 - December 31, 2009

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

PITTSBURGH, PA

Past

October 9, 2007 - November 13, 2009

NATCITY INVESTMENTS, INC.

CRD#: 17490

CLEVELAND, OH

Past

June 24, 2005 - October 4, 2007

UST SECURITIES CORP.

CRD#: 13906

STAMFORD, CT

Past

February 27, 2004 - May 9, 2005

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

July 2, 2001 - June 6, 2002

AMSOUTH INVESTMENT SERVICES, INC.

CRD#: 15692

BIRMINGHAM, AL

Past

May 6, 1998 - May 17, 2001

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

Past

July 28, 1997 - July 9, 1998

INDEPENDENT FINANCIAL SECURITIES, INC.

CRD#: 19924

Past

May 19, 1997 - April 15, 1998

NATCITY INVESTMENTS, INC.

CRD#: 17490

CLEVELAND, OH

Past

September 15, 1993 - May 13, 1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

February 24, 1993 - July 13, 1993

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MORAN WEALTH MANAGEMENT, LLC

MORAN WEALTH MANAGEMENT, LLC | SEAGATE CAPITAL MANAGEMENT | PELICAN BAY CAPITAL MANAGEMENT

CRD#: 319208 / SEC#: 801-123682

RIA

Registered Investment Advisory firm - (4/15/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(6/16/2022)

IAR

Texas
(5/16/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/11/2019

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 5/2/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/5/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/14/1993

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/22/1993

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MORAN WEALTH MANAGEMENT, LLC

MORAN WEALTH MANAGEMENT, LLC | SEAGATE CAPITAL MANAGEMENT | PELICAN BAY CAPITAL MANAGEMENT

CRD#: 319208 / SEC#: 801-123682

RIA

Registered Investment Advisory firm - (4/15/2022 Approved)

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Contact information

Main Address

5801 Pelican Bay Blvd, Suite 110, Naples, FL 34108

Mailing Address

Phone number

(239) 920-4440

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (33 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR MORAN WEALTH MANAGEMENT, LLC (10/22/2025)

Regulatory assets under management

Total Number of Accounts	12,102
AUM (Assets Under Management)	$ 5,093,086,147

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Donald E. Drury

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Edward Drury's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

NATCITY INVESTMENTS, INC.

UST SECURITIES CORP.

WELLS FARGO CLEARING SERVICES, LLC

AMSOUTH INVESTMENT SERVICES, INC.

BANC ONE SECURITIES CORPORATION

INDEPENDENT FINANCIAL SECURITIES, INC.

NATCITY INVESTMENTS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

MORAN WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/11/2019

Series 65

Date: 5/2/1994

Series 63

Date: 10/5/1993

Series 7

Date: 9/14/1993

Series 6

Date: 2/22/1993

Current Firm

MORAN WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (33 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MORAN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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