Timothy Andrew O'Leary
Chief Compliance OfficerMoran Wealth Management, LLCCRD 1414269
About Timothy Andrew O'Leary
Timothy Andrew O'Leary is listed as Chief Compliance Officer at Moran Wealth Management, LLC in Naples, FL. Form ADV reports a beneficial ownership band of Under 5%. Timothy Andrew O'Leary 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 Timothy Andrew O'Leary work?
Timothy Andrew O'Leary is listed as Chief Compliance Officer at Moran Wealth Management, LLC on SEC Form ADV.
How much of Moran Wealth Management, LLC does Timothy Andrew O'Leary own?
Form ADV reports a beneficial ownership band of Under 5%.
Moran Wealth Management, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2025 |
William Raveis - Moran Wealth Management, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |