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Mia Ann Safron

Moran Wealth Management, LLC

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About Mia Ann Safron

Mia Safron is an Investment Advisor Representative associated with Moran Wealth Management, LLC. Mia has been in the industry since May 2013. Mia holds the Series 65 (Uniform Investment Adviser Law Examination). Mia is registered in Florida and Texas. Mia has been working with Moran Wealth Management, LLC since September 2021. Moran Wealth Management, LLC is a registered investment advisor based in Naples, Florida with approximately $4,266,886,768 in assets under management. The firm has 26 investment advisor representatives and specializes in portfolio management for individuals and businesses, as well as financial planning.

Firm Information

Mia Safron 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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Mia Safron’s Registration & Firm History

FL

11/28/2023 - Present

Moran Wealth Management, LLC (NAPLES FL)

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Licenses & Designations

IA

Issued 04/29/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mia Ann Safron.
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