The Moorings Group, LLC

The Moorings Group, LLC (CRD# 129403) is a financial advisory firm headquartered in Atlanta, GA. They manage $478,400,000 in 241 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    478
    MILLION
  • Total Number of Accounts
    241
    ACCOUNTS
  • Average Account Value
    $1,985,062
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 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 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 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.

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