Seyed Aryan Mirfakhraee
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.
Seyed Aryan Mirfakhraee is an investment adviser representative with Moran Wealth Management, LLC in Naples, FL, where they have been registered since 2023. They have worked in the securities industry since 2022 and were previously registered with J.p. Morgan Institutional Investments Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). 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.
- J.p. Morgan Institutional Investments Inc.Nov 2021 – Feb 2023New York, NY
- J.p. Morgan Investment Management Inc.Nov 2021 – Feb 2023New York, NY
- ProsharesSep 2019 – Oct 2021North Bethesda, MD
- FinraOct 2018 – Aug 2019Rockville, MD
- BloombergJul 2016 – Aug 2017Washington, DC
- Kaiser PermanenteSep 2017 – Nov 2017Baltimore, MD
- UnemployedDec 2017 – Sep 2018North Bethesda, MD
- Moran Wealth ManagementFeb 2023 – 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. Seyed Aryan Mirfakhraee 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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