Kent Moegerle, financial advisor Atlanta GA

Kent Moegerle

CRD Number: 3084378
Current Firm: Bny Mellon Securities Corporation

Kent Moegerle (CRD# 3084378) is an Investment Advisor Representative working at Bny Mellon Securities Corporation in Atlanta, GA and has over 22 years of experience in the finance industry. Kent Moegerle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Bny Mellon Securities Corporation Atlanta, GA Jul 2020 - Current 3
Bny Mellon Atlanta, GA Dec 2019 - Current 4
Suntrust Advisory Services Atlanta, GA Sep 2016 - Feb 2020 3
Suntrust Bank Dunedin, FL Apr 2003 - Feb 2020 16
Suntrust Investment Services, Inc. Dunedin, FL Apr 2003 - Feb 2020 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2001
Contact Info for Kent C. Moegerle
Phone Number: 212-635-8827
Firm Website: http://www.bnymellon.com
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    5,276
    MILLIONS
  • Total Number of Accounts
    3,794
    ACCOUNTS
  • Average Account Value
    $1,390,507
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

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

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