BM
Brett Michael Slattery
CRD 2758044
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Moran Wealth Management, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Willis Investment Counsel Inc
Principal, Director Of Research, And Co Chief Investment Officer · Less than 5% · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗