William Raveis Jr. Irrevocable Trust
Shareholder And TrusteeWilliam Raveis - Moran Wealth Management, LLC
About William Raveis Jr. Irrevocable Trust
William Raveis Jr. Irrevocable Trust is listed as Shareholder And Trustee at William Raveis - Moran Wealth Management, LLC in Naples, FL. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of William Raveis - Moran Wealth Management, LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does William Raveis Jr. Irrevocable Trust work?
William Raveis Jr. Irrevocable Trust is listed as Shareholder And Trustee at William Raveis - Moran Wealth Management, LLC on SEC Form ADV.
How much of William Raveis - Moran Wealth Management, LLC does William Raveis Jr. Irrevocable Trust own?
Form ADV reports a beneficial ownership band of 50-75%.
William Raveis - Moran Wealth Management, LLC
| Title | Shareholder And Trustee |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2010 |