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Bianca Conti Moore

Investment adviser representative at D.A. Davidson & Co.
10 yearsExperience
1 stateRegistered in
$41.8BFirm assets
32 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 fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

10 years in the industry.

  1. D.A. Davidson & Co.Mar 2026 to now
  2. D. A. Davidson & Co.Jan 2026 to now
  3. Massmutual of South CarolinaAug 2025 to Dec 2025
  4. Surgical Center of Burlington CountySep 2018 to Dec 2025
  5. UnemployedJun 2016 to Sep 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2012
  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (SC).

D.A. Davidson & Co.

$41.8BAssets managed
70,118Clients
685Advisers
32 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
4466983
Firm CRD
199
Advisor's SEC record (opens in a new tab)
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