Moore Wealth

Moore Wealth (CRD# 323374) is a financial advisory firm headquartered in Frederick, MD. They manage $139,972,662 in 538 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
50 Carroll Creek Way, Suite 335, Frederick, MD 21701
https://moorewealthinc.com
By the Numbers
  • Total Assets Under Management
    140
    MILLION
  • Total Number of Accounts
    538
    ACCOUNTS
  • Average Account Value
    $260,172
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MD, NC, PA, SC, TX, VA

Financial Advisors at Moore Wealth
Showing 1 - 3 of 3 top financial advisors.
1
Erik Moore, financial advisor Frederick MD
Erik A. Moore
CRD#: 6327156
50 Carroll Creek Way, Suite 335, Frederick, MD 21701

Erik Moore (CRD# 6327156) is an Investment Advisor Representative working at Moore Wealth in Frederick, MD and has over 8 years of experience in the finance industry.

2
Sean Moore, financial advisor Frederick MD
Sean A. Moore
CRD#: 5894573
50 Carroll Creek Way, Suite 335, Frederick, MD 21701

Sean Moore (CRD# 5894573) is an Investment Advisor Representative working at Moore Wealth in Frederick, MD and has over 5 years of experience in the finance industry.

3
Shabri Moore, financial advisor Frederick MD
Shabri G. Moore
CRD#: 2894381
50 Carroll Creek Way, Suite 335, Frederick, MD 21701

Shabri Moore (CRD# 2894381) is an Investment Advisor Representative working at Commonwealth Financial Network in Frederick, MD and has over 17 years of experience in the finance industry. Shabri Moore 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 putclients' interests first and comply with the Financial Planning Practice Standards.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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