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Christian Antany Pineda

Investment adviser representative at Moran Wealth Management, LLC
16 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

16 years in the industry.

  1. Moran Wealth Management, LLCMay 2022 to now
  2. Florida Gulf Coast University Police DepartmentMay 2018 to May 2022
  3. United States Marine CorpsSep 2010 to Sep 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024
  • Series 66 · Uniform Combined State Law2024
  • Series 63 · Uniform Securities Agent State Law2024

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
7980339
Firm CRD
319208
Advisor's SEC record (opens in a new tab)
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