linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Trent Louis Grzegorczyk

Moran Wealth Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Trent? Claim Your Profile

About Trent Louis Grzegorczyk

Trent Louis Grzegorczyk is an investment advisor representative at Moran Wealth Management, LLC. Trent has been in the industry for more than a decade, holding previous positions at Gregory J. Schwartz & Co., Inc. and Securities America, Inc. Trent is licensed to provide investment advice in Florida, Michigan and Texas. Trent has a series 66, SIE and series 7 license. Trent is currently registered with Moran Wealth Management, LLC, and has a history of working with high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Trent is committed to providing his clients with personalized financial planning and investment advice. Trent is a Registered Investment Advisor representative for Resilient Financial Planning, LLC.

Firm Information

Trent Grzegorczyk 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.

check

financial planning services

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

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Trent Grzegorczyk’s Registration & Firm History

FL

02/15/2024 - Present

Moran Wealth Management, LLC (NAPLES FL)

MI

05/23/2014 - 10/03/2016

GREGORY J. SCHWARTZ & CO., INC. (BLOOMFIELD HILLS MI)

MI

10/18/2013 - 05/13/2014

SECURITIES AMERICA, INC. (BAY CITY MI)

Not sure if Trent Louis Grzegorczyk is right for you?

Licenses & Designations

BOTH

Issued 12/04/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/03/2016

SIE - Securities Industry Essentials Examination

BC

Issued 10/18/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Trent Louis Grzegorczyk.
Not sure if Trent Louis Grzegorczyk is right for you?