Kory Kelly
Investment adviser representative at Moran Wealth Management, LLC
9 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
9 years in the industry.
- Moran Wealth Management, LLCSep 2025 to now
- The Federal Savings BankJul 2025 to Sep 2025
- TradealgoJun 2024 to Jul 2025
- Earth Tech EnterprisesSep 2023 to Jun 2024
- Self-employedAug 2021 to Aug 2023
- Laz ParkingSep 2019 to Jul 2021
- ViceroyMar 2019 to Sep 2019
- Towne ParkJun 2017 to Mar 2019
- Towne ParkJul 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8248430
- Firm CRD
- 319208