Stefanie Nmn Murray
Investment adviser representative at Moran Wealth Management, LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
13 years in the industry.
- Moran Wealth Management, LLCDec 2019 to now
- Wells Fargo AdvisorsDec 2018 to Dec 2019
- Florida Atlantic UniversityAug 2017 to Dec 2019
- Wells Fargo BankDec 2016 to Dec 2018
- Florida Gulf Coast UniversityAug 2016 to May 2017
- Collier Spay Neuter ClinicMay 2013 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7055089
- Firm CRD
- 319208