PPrivate Fund Data Log in Join · $37/mo

Sandra O. Moran 2020 Descendants Trust

TrusteeWilliam Raveis - Moran Wealth Management, LLC

About Sandra O. Moran 2020 Descendants Trust

Sandra O. Moran 2020 Descendants Trust is listed as Trustee at William Raveis - Moran Wealth Management, LLC in Naples, FL. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of William Raveis - Moran Wealth Management, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Sandra O. Moran 2020 Descendants Trust work?

Sandra O. Moran 2020 Descendants Trust is listed as Trustee at William Raveis - Moran Wealth Management, LLC on SEC Form ADV.

How much of William Raveis - Moran Wealth Management, LLC does Sandra O. Moran 2020 Descendants Trust own?

Form ADV reports a beneficial ownership band of 25-50%.

William Raveis - Moran Wealth Management, LLC

TitleTrustee
Ownership25-50%
Control personYes
Since2021
View William Raveis - Moran Wealth Management, LLC →