Henry Moog, financial advisor Atlanta GA

Henry Moog

CRD Number: 2346071
Current Firm: Arkadios Wealth Advisors

Henry Moog (CRD# 2346071) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Atlanta, GA and has over 28 years of experience in the finance industry.

Similar Advisors
Daniel Mesa, financial advisor Atlanta GA
Daniel Mesa
CRD# 7069825
Beacon Global Advisor Network, LLC
Similar Advisors
Robby Schultz, CFP®, ChFC®, CPWA®, financial advisor Atlanta GA
Robby Schultz, CFP®, ChFC®, CPWA®
CRD# 5338514
Rollins Financial Advisors, LLC
Similar Advisors
Riley Stephenson, financial advisor Atlanta GA
Riley A. Stephenson
CRD# 5822473
Rockefeller Capital Management
Company Name Location Dates Years
Arkadios Wealth Advisors Atlanta, GA Aug 2023 - Current < 1
Arkadios Capital Atlanta, GA Aug 2023 - Current < 1
Jp Morgan Securities LLC Atlanta, GA Dec 2015 - Aug 2023 7
Jp Morgan Chase Bank Na Atlanta, GA Dec 2015 - Aug 2023 7
Credit Suisse Securities (usa) LLC Atlanta, GA Sep 2008 - Dec 2015 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1995
S65 NASAA Investment Advisors Law Examination Jun 1995
Contact Info for Henry B. Moog
Phone Number: 404-445-0035
Registered State(s):
  • GA
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    1,758
    MILLIONS
  • Total Number of Accounts
    8,782
    ACCOUNTS
  • Average Account Value
    $200,176
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AL, AR, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, LA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, PR, SC, TN, TX, UT, VA, WA, WI, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.