Reported as registered
MODERN PORTFOLIO CONSULTANTS, LLC
CRD 120846 · SEC 801-61244
NAPLES, FL
Source release August 3, 2026 · retrieved August 18, 2026
Firms
Research an investment firm
Search SEC/IARD adviser-firm records by firm name, CRD, SEC number, or location. We organize the official evidence. The consumer decides.
- Sourced firms
- 23,622
- Reported as registered
- 16,783
- Pending / 120-Day
- 235
- Exempt reporting
- 6,604
- Latest sourced release
- August 3, 2026 · retrieved August 18, 2026
1,284 sourced firms · query 154 ms
Reported as registered
MOISAND FITZGERALD TAMAYO, LLC
CRD 109419 · SEC 801-55992
ORLANDO, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MONEY CONCEPTS ADVISORY SERVICE
CRD 12963 · SEC 801-39736
PALM BEACH GARDENS, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MONEY MANAGEMENT CONCEPTS INC.
CRD 111485 · SEC 801-123107
MELBOURNE, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MONORAIL SECURITIES LLC
CRD 285309 · SEC 801-108517
SARASOTA, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MONTELLO WEALTH MANAGEMENT, INC.
CRD 151058 · SEC 801-136515
PALM BEACH GARDENS, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MOOLA COPILOT LLC
CRD 334132 · SEC 801-131744
NAPLES, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MOONRISE CAPITAL LP
CRD 286269 · SEC 801-117063
VERO BEACH, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MORA CAPITAL MANAGEMENT, LLC
CRD 112221 · SEC 801-57604
MIAMI, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MORAN WEALTH MANAGEMENT, LLC
CRD 319208 · SEC 801-123682
NAPLES, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MORANGIE MANAGEMENT LLC
CRD 332949 · SEC 801-131173
VERO BEACH, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MORI HUSTON PARTNERS
CRD 151260 · SEC 801-70587
MIAMI, FL
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
MORNING CALM FUND MANAGER CORP.
CRD 290307 · SEC 802-112011
BOCA RATON, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MOSELEY INVESTMENT MANAGEMENT, INC.
CRD 124152 · SEC 801-107305
BRADENTION, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MOTIV8 INVESTMENTS LLC
CRD 285560 · SEC 801-108653
PORT ST LUCIE, FL
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
MPI FUND ADVISORS, LLC
CRD 326059 · SEC 802-127844
CORAL SPRINGS, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MRA ADVISORY GROUP
CRD 287933 · SEC 801-110363
SARASOTA, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MTC WEALTH MANAGEMENT
CRD 305308 · SEC 801-117300
TAMPA, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MUIRFIELD CAPITAL GLOBAL ADVISORS LLC
CRD 287547 · SEC 801-109982
PALM BEACH, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MURPHY CLARKE WILLIAMS & STONE LLC
CRD 330290 · SEC 801-130070
MIAMI BEACH, FL
Source release August 3, 2026 · retrieved August 18, 2026