Brett Michael Slattery
Investment adviser representative at Moran Wealth Management, LLC
14 yearsExperience
2 statesRegistered in
CFADesignation
$5.1BFirm assets
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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
14 years in the industry.
- Moran Wealth Management, LLCApr 2026 to now
- UnemployedDec 2025 to Apr 2026
- Willis Investment CounselJun 2012 to Dec 2025
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2011
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
- 2758044
- Firm CRD
- 319208