Micah Moore (CRD# 6843898) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in Naples, NY and has over 4 years of experience in the finance industry.
CRD# 4263187
Edward Jones
CRD# 2759149
Securities America Advisors, Inc.
CRD# 4482025
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Peak Brokerage Services, LLC | Jupiter, FL | Apr 2024 - Current | < 1 |
| Independent Solutions Wealth Management, LLC | Williamsville, NY | Apr 2024 - Current | < 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jul 2021 - Apr 2024 | 2 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jul 2021 - Apr 2024 | 2 |
| Mml Investors Services, LLC | Rochester, NY | Jan 2020 - Jul 2021 | 1 |
| Mass Mutual Life Insurance Company | Rochester, NY | Jan 2020 - Jul 2021 | 1 |
| Moore Financial Group | Naples, NY | Aug 2019 - Dec 2019 | < 1 |
| Mml Investors Services, LLC | Naples, NY | Apr 2018 - Jul 2019 | 1 |
| Mass Mutual Life Insurance Company | Naples, NY | Jan 2018 - Jul 2019 | 1 |
| American Portfolio Financial Services, Inc. | Naples, NY | Aug 2017 - Jan 2018 | < 1 |
| Hazlitt Red Cat Cellars | Naples, NY | Jun 2015 - Dec 2017 | 2 |
| Prattsburgh Csd | Prattsburgh, NY | Dec 2013 - Jun 2017 | 3 |
| Bristol Mountain Ski Resort | Canandaigua, NY | Dec 2013 - Apr 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2019 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2021 |
- NY
-
Total Assets Under Management954MILLIONS
-
Total Number of Accounts5,873ACCOUNTS
-
Average Account Value$162,409
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, FL, KS, LA, MA, ME, MI, MN, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA
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