Christopher Moy, financial advisor San Francisco CA
93 score

Christopher Moy

CRD Number: 5550098
Current Firm: Iconiq Capital, LLC

Christopher Moy (CRD# 5550098) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Iconiq Capital, LLC San Francisco, CA Apr 2014 - Current 4
Jp Morgan Securities LLC San Francisco, CA Aug 2011 - Apr 2014 2
Jpmorgan Chase Bank Na San Franscisco, CA Aug 2011 - Apr 2014 2
Unemployed San Francisco, CA Apr 2011 - Aug 2011 < 1
Cartier, Inc. San Francisco, CA Nov 2010 - Apr 2011 < 1
Leslie Rudd Investment Co Napa, CA Jun 2009 - Nov 2010 1
Claremont Mckenna College Claremont, CA Aug 2005 - Jun 2009 3
Oppenheimerfunds New York, NY Jun 2008 - Aug 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Christopher D. Moy
Phone Number: 415-967-7763
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    20,542
    MILLIONS
  • Total Number of Accounts
    1,339
    ACCOUNTS
  • Average Account Value
    $15,341,524
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, CT, FL, IA, IL, MA, NE, NJ, NV, NY, TX, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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