Moondance Investment Advisors, LLC

Moondance Investment Advisors, LLC (CRD# 166171) is a financial advisory firm headquartered in New Hope, PA. They manage $29,947,539 in 101 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    101
    ACCOUNTS
  • Average Account Value
    $296,510
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Moondance Investment Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Steven T. Lees
CRD#: 6446914
Elizabethtown, PA

Steven Lees (CRD# 6446914) is an Investment Advisor Representative working at Moondance Investment Advisors, LLC in Elizabethtown, PA and has 1 year of experience in the finance industry.

2
Robert K. Lockyer
CRD#: 6873747
Reading, PA

Robert Lockyer (CRD# 6873747) is an Investment Advisor Representative working at Moondance Investment Advisors, LLC in Reading, PA and has 1 year of experience in the finance industry.

3
William H. Stanert
CRD#: 716136
247 N. Main Street, New Hope, PA 18938

William Stanert (CRD# 716136) is an Investment Advisor Representative working at Moondance Investment Advisors, LLC in New Hope, PA and has over 43 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.