The Moorings Group, LLC

The Moorings Group, LLC (CRD# 129403) is a financial advisory firm headquartered in Atlanta, GA. They manage $478,100,000 in 242 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
One Premier Plaza, 5605 Glenridge Drive, Suite 1080, Atlanta, GA 30342
https://www.linkedin.com/company/the-moorings-group/
By the Numbers
  • Total Assets Under Management
    478
    MILLION
  • Total Number of Accounts
    242
    ACCOUNTS
  • Average Account Value
    $1,975,620
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, IL, LA, TX, VA

Financial Advisors at The Moorings Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Connie Partridge, financial advisor Atlanta GA
Connie F. Partridge
CRD#: 805172
One Premier Plaza, 5605 Glenridge Drive, Suite 1080, Atlanta, GA 30342

Connie Partridge (CRD# 805172) is an Investment Advisor Representative working at The Moorings Group, LLC in Atlanta, GA and has over 43 years of experience in the finance industry.

2
Michele Poirier, financial advisor Atlanta GA
Michele M. Poirier
CRD#: 828960
One Premier Plaza, 5605 Glenridge Drive, Suite 1080, Atlanta, GA 30342

Michele Poirier (CRD# 828960) is an Investment Advisor Representative working at The Moorings Group, LLC in Atlanta, GA and has over 41 years of experience in the finance industry.

3
Cody Pacheco, financial advisor Atlanta GA
Cody J. Pacheco
CRD#: 7568452
One Premier Plaza, 5605 Glenridge Drive, Suite 1080, Atlanta, GA 30342

Cody Pacheco (CRD# 7568452) is an Investment Advisor Representative working at The Moorings Group, LLC in Atlanta, GA and has 1 year of experience in the finance industry.

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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