Philip Andrew Mooberry
Investment adviser representative at Cadent Capital Advisors, LLC
9 yearsExperience
2 statesRegistered in
$785.8MFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
9 years in the industry.
- Cadent Capital Advisors, LLCOct 2012 to now
- Purshe Kaplan Sterling InvestmentsOct 2012 to Aug 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
Cadent Capital Advisors, LLC
$785.8MAssets managed
654Clients
11Advisers
12 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
- 4451496
- Firm CRD
- 169704