Michael
Mongin
Moran Wealth Management, LLC
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About this Advisor
Michael Mongin is a financial advisor based in Naples, Florida with a total of 1 year of industry experience. Mongin is currently employed by Moran Wealth Management, LLC. Throughout their career, they have worked at Wells Fargo, Suntrust Bank, Suntrust Investment Services, Inc, Genspring Family Offices, Moran Wealth Management, LLC, Wells Fargo Advisors Financial Network, LLC, Crescent Wealth Advisory, LLC and One Seven. Mongin holds Series 65, Series 66 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida and Texas. Moran Wealth Management, LLC is a registered investment company based out of Naples, FL. It has a total of 37 financial advisors. It manages $4 billion in total assets across its 11,190 accounts, placing it among the biggest firms in the country by assets under management. The firm serves 21 charitable organizations. Of its 11,190 accounts, 67% belong to high-net-worth clients who have at least $1 million in assets available to invest. The business provides a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advisory services depend on which services the firm provides the client. Fee types charged by Moran Wealth Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Moran Wealth Management, LLC Brokerage Details
$4,052,369,937
37
11,190
$362,142
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Michael Mongin Work History
Michael has been registered as a financial advisor for 1 years.*
Moran Wealth Management, LLC
Wells Fargo Advisors Financial Network, LLC
One Seven
Crescent Wealth Advisory, LLC
Genspring Family Offices
Suntrust Bank
Suntrust Investment Services, Inc
Wells Fargo
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Mongin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Moran Wealth Management, LLC
Naples, FL
Naples, FL
Naples, FL
Naples, FL
Naples, FL
Naples, FL
Naples, FL
Naples, FL
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