Michael John Mongin
Investment adviser representative at Moran Wealth Management, LLC
11 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
11 years in the industry.
- Moran Wealth Management, LLCAug 2022 to now
- Wells Fargo Advisors Financial Network, LLCOct 2019 to Aug 2022
- One SevenMar 2019 to Oct 2019
- Crescent Wealth Advisory, LLCMay 2018 to Mar 2019
- Genspring Family OfficesJul 2015 to Mar 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
- Series 66 · Uniform Combined State Law2015
- Series 63 · Uniform Securities Agent State Law2021
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
- 2606607
- Firm CRD
- 319208