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Gavin Drummond Schell

Moran Wealth Management, LLC

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About Gavin Drummond Schell

Gavin Drummond Schell is an Investment Advisor Representative associated with Moran Wealth Management, LLC. Gavin is registered with the state of Florida as an Investment Advisor Representative and with the state of Texas as an Investment Advisor Representative. Gavin has been working in the financial industry since November of 2017. Gavin earned his Series 65 license on July 23, 2022.

Firm Information

Gavin Schell 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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Gavin Schell’s Registration & Firm History

FL

11/16/2022 - Present

Moran Wealth Management, LLC (NAPLES FL)

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Licenses & Designations

IA

Issued 07/23/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gavin Drummond Schell.
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