Daniel Moore, financial advisor Fort Washington PA

Daniel Moore

CRD Number: 2956686
Current Firm: Citizens Securities, Inc.

Daniel Moore (CRD# 2956686) is an Investment Advisor Representative working at Citizens Securities, Inc. in Fort Washington, PA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Citizens Securities Inc. Flourtown, PA Sep 2021 - Current 2
Citizens Securities, Inc. Fort Washington, PA Aug 2021 - Current 2
Citizens Bank, N.a Forth Washington, PA Aug 2021 - Sep 2021 < 1
Citizens Securities Inc. Fort Washington, PA Dec 2017 - Aug 2021 3
Citizens Bank Fort Washington, PA Dec 2017 - Aug 2021 3
Citizens Securities Inc. Dedham, MA Feb 2017 - Dec 2017 < 1
Pnc Bank Chestnut Hill, PA Jul 2012 - Feb 2017 4
Pnc Investments LLC Pittsburgh, PA Jul 2012 - Feb 2017 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2008
S65 NASAA Investment Advisors Law Examination May 2013
Contact Info for Daniel M. Moore
Phone Number: 1-800-942-8300
Registered State(s):
  • FL
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    7,314
    MILLIONS
  • Total Number of Accounts
    47,222
    ACCOUNTS
  • Average Account Value
    $154,888
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • 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, 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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