Matthew MooreCRD Number: 1848803
Current Firm: Verdence Capital Advisors, LLC
Matthew Moore (CRD# 1848803) is an Investment Advisor Representative working at Verdence Capital Advisors, LLC in Hunt Valley, MD and has over 27 years of experience in the finance industry.
Commonwealth Financial Network
Planning Solutions Group, LLC
Oxford Planning Group, LLC
|Verdence Capital Advisors, LLC||Hunt Valley, MD||Jun 2017 - Current||< 1|
|Hightower Advisors, LLC||Hunt Valley, MD||Jan 2013 - Jun 2017||4|
|Hightower Securities, LLC||Hunt Valley, MD||Jan 2013 - Jun 2017||4|
|Bank Of America, Na||Towson, MD||Aug 2009 - Jan 2013||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Towson, MD||Jan 1991 - Jan 2013||22|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1991|
|S65||NASAA Investment Advisors Law Examination||Aug 1994|
Total Assets Under Management1,445MILLIONS
Total Number of Accounts4,338ACCOUNTS
Average Account Value$333,026
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, DE, FL, LA, MA, MD, NC, NH, NJ, NY, PA, TX, VA, WV
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