Kent Charles Moegerle
Investment adviser representative at BNY Mellon Securities Corporation
23 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$8.4BFirm assets
Are you Kent Charles Moegerle? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
23 years in the industry.
- BNY Mellon Securities CorporationJul 2020 to now
- BNY MellonDec 2019 to now
- Suntrust Advisory ServicesSep 2016 to Feb 2020
- Suntrust BankApr 2003 to Feb 2020
- Suntrust Investment Services, Inc.Apr 2003 to Feb 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (GA).
BNY Mellon Securities Corporation
$8.4BAssets managed
3,734Clients
63Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3084378
- Firm CRD
- 231