CFA

Brett Slattery

14 Years of Experience

Naples, FL

Brett Slattery is a CFA-designated registered investment advisor, based in Naples, FL, with 14 years of industry experience.

Location

5801 Pelican Bay Blvd, Suite 110, Naples, FL, 34108

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Moran Wealth Management, LLC

May 2026 - Present · 5 mos

Previous Registrations

Willis Investment Counsel INC

November 2012 - February 2026 · 13 yrs 3 mos

Harris Sbsb

October 2011 - May 2012 · 7 mos

State Registrations2 states

FLTX

Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams

No exam information available for this advisor.

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