Kylen Shea O'Keeffe
Member And Trustee Of Sandra O. Moran 2020 Descendants TrustMoran Wealth Management, LLCCRD 6232057
About Kylen Shea O'Keeffe
Kylen Shea O'Keeffe is listed as Member And Trustee Of Sandra O. Moran 2020 Descendants Trust at Moran Wealth Management, LLC in Naples, FL. Form ADV reports a beneficial ownership band of Under 5%. Kylen Shea O'Keeffe is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Moran Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Kylen Shea O'Keeffe work?
Kylen Shea O'Keeffe is listed as Member And Trustee Of Sandra O. Moran 2020 Descendants Trust at Moran Wealth Management, LLC on SEC Form ADV.
How much of Moran Wealth Management, LLC does Kylen Shea O'Keeffe own?
Form ADV reports a beneficial ownership band of Under 5%.
Moran Wealth Management, LLC
| Title | Member And Trustee Of Sandra O. Moran 2020 Descendants Trust |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2022 |
Moran Wealth Management, LLC
| Title | Trustee |
| Ownership | — |
| Control person | Yes |
| Since | 2021 |