Kristopher David Moody
Investment adviser representative at Baron Silver Stevens Financial Advisors, LLC
15 yearsExperience
2 statesRegistered in
$1.2BFirm assets
18 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
- Seminars and workshops
Experience
15 years in the industry.
- Baron Silver Stevens Financial Advisors, LLCAug 2012 to now
- Osaic Wealth, Inc.Jul 2011 to now
- Baron Silver StevensMay 2011 to now
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Baron Silver Stevens Financial Advisors, LLC
$1.2BAssets managed
610Clients
8Advisers
18 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
- 5527753
- Firm CRD
- 126767