William Raveis - Moran Wealth Management, LLC: new SEC registration, Naples, FL
William Raveis - Moran Wealth Management, LLC (Naples, Florida): new SEC registration, Naples, FL. Dated 196 days ago, it serves as a historical benchmark. Score 25/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Free preview: all 8 published fields of this record are shown below. Locked: 112 related FL NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | William Raveis - Moran Wealth Management, LLC |
| Legal name | William Raveis - Moran Wealth Management, LLC |
| CRD | 341425 |
| Status | Approved |
| Registered with the SEC | 2026-04-22 |
| Latest Form ADV filing | 2026-04-02 |
| Location | Naples, FL, United States |
| Employees | 1 |
| Peer records CSV (113 FL records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-04-22
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: William Raveis - Moran Wealth Management, LLC and 113 Florida peers
- Florida NewRiaPulse records like this one: 113
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Florida peer: $22,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
25 / 100 Score
What is the NewRiaPulse record for William Raveis - Moran Wealth Management, LLC in Naples, Florida?
William Raveis - Moran Wealth Management, LLC received SEC registration as an investment adviser (2026-04-22), based in Naples, FL.
How does William Raveis - Moran Wealth Management, LLC compare to other Florida NewRiaPulse records?
It is 196 days old; check the official source for later updates before acting. Its Score of 25/100 is modest; treat it as background rather than a priority.
William Raveis - Moran Wealth Management, LLC vs. top 2 peers
| Organization | Location | Record date |
|---|---|---|
| William Raveis - Moran Wealth Management, LLC | Naples, FL | 2026-04-22 |
| Nextreg Advisors LLC | Miami, FL | 2026-10-01 |
| Fortuna Private Wealth Management Corp. | Miami, FL | 2026-09-22 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.