Donald Edward Drury
Investment adviser representative at Moran Wealth Management, LLC
17 yearsExperience
2 statesRegistered in
$5.1BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Moran Wealth Management, LLCMay 2022 to now
- Wells Fargo Advisors Financial Network, LLCSep 2019 to May 2022
- PNC Wealth ManagementNov 2009 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1994
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Moran Wealth Management, LLC
$5.1BAssets managed
1,694Clients
34Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2293847
- Firm CRD
- 319208