Kaitlin Poterack
Investment Adviser Representative at Moran Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kaitlin Poterack is an investment adviser representative with Moran Wealth Management, LLC in Naples, FL, where they have been registered since 2025, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Florida and Texas.
Office
Advisors at this office: 36
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- McDonaldsApr 2015 – Aug 2018Cary, IL
- Lundberg SurveyOct 2018 – Feb 2019Camarillo, CA
- InformaFeb 2019 – Aug 2020Agoura Hills, CA
- Poterack Capital AdvisoryAug 2020 – Sep 2024Charlotte, NC
- Moran Wealth ManagementSep 2024 – no end date reportedNaples, FL
- Moran Wealth ManagementSep 2024 – no end date reportedNaples, FL
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Moran Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 36
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Naples, FL
- SEC file number:
- 801-123682
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 4, 2026
View full firm profileOther advisors at Moran Wealth Management, LLC
Showing 12 of 36 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kaitlin Poterack has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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