Simon Moore, financial advisor San Francisco CA
90 score

Simon Moore

CRD Number: 6340599
Current Firm: Futureadvisor, Inc.

Simon Moore (CRD# 6340599) is an Investment Advisor Representative working at Futureadvisor, Inc. in San Francisco, CA and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Xulu, Inc. San Francisco, CA May 2014 - Current 3
Xulu, Inc. San Francisco, CA Dec 2013 - May 2014 < 1
Unemployed Seattle, WA Jan 2013 - Dec 2013 < 1
Microsoft Redmond, WA Sep 2006 - Jan 2013 6
Unemployed Chicago, IL Jul 2005 - Sep 2006 1

Simon Moore has no recent exams reported.
Contact Info for Simon W. Moore
Phone Number: 8009757199
Registered State(s):
  • CA
  • WA
  • TX
  • LA
By the Numbers
  • Total Assets Under Management
    1,133
    MILLIONS
  • Total Number of Accounts
    7,200
    ACCOUNTS
  • Average Account Value
    $157,376
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
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, RI, SC, SD, TN, TX, UT, VA, 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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