Chantay W Moore
Investment adviser representative at Transamerica Financial Advisors, LLC
17 yearsExperience
2 statesRegistered in
$2.1BFirm assets
35 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
17 years in the industry.
- Inheritguard LLCApr 2025 to now
- WealthwaveApr 2025 to now
- Cwm Enterprises LLCDec 2023 to now
- Professional Notary Services, LLCDec 2022 to now
- Chicago Women In TradesJan 2020 to now
- Native American Financial Literacy Services, LLCFeb 2019 to now
- Transamerica Financial Advisors, LLCMar 2016 to now
- Heartland Institute of Financial EducationMay 2014 to now
- WfgiaAug 2013 to now
- Lspn Pro, LLCApr 2022 to Apr 2025
- College Loan FreedomSep 2021 to Apr 2025
- American Indian Center of ChicagoFeb 2019 to Mar 2026
- Net Law Inc.Feb 2019 to Apr 2025
- Chicago Public SchoolsDec 2016 to Sep 2023
- C.W. Moore Enterprises, Inc.Jun 2009 to Sep 2023
Exams passed
- Series 66 · Uniform Combined State Law2005
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (IL, IN).
Transamerica Financial Advisors, LLC
$2.1BAssets managed
42,735Clients
1,121Advisers
35 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
- 5019539
- Firm CRD
- 16164