Kylen S. O'keeffe

MORAN WEALTH MANAGEMENT

Naples, FL 34108

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CRD#: 6232057

Professional summary

Kylen Shea O'keeffe, who also goes by Kylen Shea Moran, Kylen Moran, is a registered financial advisor currently at MORAN WEALTH MANAGEMENT, LLC located in Naples, Florida.

Kylen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Kylen has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kylen Shea Moran | Kylen Moran

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.

TRUSTEE OF MOTHER'S TRUST; INV. RELATED; NAPLES, FL; START 12/17/2020; 1 HR PER MONTH; 0 HRS DURING TRADING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kylen Shea O'keeffe'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

November 16, 2018 - June 6, 2022

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

NAPLES, FL

Past

November 16, 2018 - June 6, 2022

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

NAPLES, FL

Past

October 8, 2013 - November 16, 2018

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

NAPLES, FL

Past

September 16, 2013 - November 16, 2018

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

NAPLES, FL

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
(6/14/2022)

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: 10/4/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/16/2013

General Securities 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

Kylen S. O'keeffe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kylen Shea O'keeffe's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

MORAN WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/4/2013

SIE

Date: 10/1/2018

Series 7

Date: 9/16/2013

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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