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Christian Antany Pineda

Moran Wealth Management, LLC

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About Christian Antany Pineda

Christian Antany Pineda is a registered representative associated with Moran Wealth Management, LLC. Christian has been in the industry since May 2022. Christian is registered in Florida and Texas and has passed the Uniform Securities Agent State Law Examination, the Uniform Investment Adviser Law Examination and the Uniform Combined State Law Examination. Christian has experience with clients ranging from individuals to corporations and charitable organizations. Christian specializes in financial planning, portfolio management for individuals and businesses.

Firm Information

Christian Pineda is currently registered with Moran Wealth Management, LLC. Moran Wealth Management, LLC is a Naples, FL-based registered investment advisor with $4.27 billion in regulatory assets under management. The firm provides financial planning and portfolio management services to high-net-worth individuals, corporations, and other entities. They have 26 investment advisor representatives and serve a diverse clientele, including charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
Moran Wealth Management, LLC

5801 PELICAN BAY BLVD, SUITE 110

NAPLES, FL 34108

$4.27B

Assets Under Management

4

Total Clients

29

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christian Pineda’s Registration & Firm History

FL

11/21/2024 - Present

Moran Wealth Management, LLC (NAPLES FL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christian Antany Pineda.
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