Vanessa Marie Moore
Investment adviser representative at Zephyr Wealth Management
12 yearsExperience
1 stateRegistered in
$242.8MFirm assets
6 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Osaic Wealth, Inc.Nov 2023 to now
- Zephyr Wealth ManagementDec 2016 to now
- Zephyr Investment ManagementAug 2014 to now
- Fsc Securities CorporationAug 2014 to Nov 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (CA).
Zephyr Wealth Management
Legal name: Zephyr Investment Management, Inc.
$242.8MAssets managed
242Clients
3Advisers
6 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
- 5539946
- Firm CRD
- 166303