Elisa Moore, financial advisor Grass Valley CA
90 score

Elisa Moore

CRD Number: 5969203
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Elisa Moore (CRD# 5969203) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Grass Valley, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Grass Valley, CA Jul 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Grass Valley, CA Jul 2015 - Current 1
Wells Fargo Advisors Auburn, CA Sep 2004 - Jul 2015 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2011
Contact Info for Elisa Moore
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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