Kelley Barr Moore
Investment adviser representative at UBS Financial Services Inc.
19 yearsExperience
1 stateRegistered in
$915.8BFirm assets
55 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 feeCommissionsOther
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
19 years in the industry.
- UBS Financial Services, IncOct 2024 to now
- The Vanguard Group, IncJul 2024 to Oct 2024
- Telra InstituteSep 2022 to Jul 2024
- Self-employedMar 2020 to Sep 2022
- Carmel Baptist Church Wee SchoolAug 2019 to Mar 2020
- Weddington Christian PreschoolAug 2017 to Aug 2019
- Self-employedApr 2005 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NC).
UBS Financial Services Inc.
$915.8BAssets managed
1,144,588Clients
9,366Advisers
55 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
- 4550550
- Firm CRD
- 8174