Matthew R Moore
Investment adviser representative at Creativeone Wealth, LLC
12 yearsExperience
1 stateRegistered in
$6.3BFirm assets
11 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Creativeone Wealth, LLCMay 2026 to now
- Mosiac Retirement PlanningMay 2026 to now
- UnemployedNov 2024 to May 2026
- Easterly Securities LLC & Easterly Asset Management LPOct 2023 to Nov 2024
- Fdx Capital, LLCJan 2020 to Oct 2023
- UnemployedJun 2019 to Jan 2020
- Fdx Capital LLCAug 2018 to Jun 2019
- Gf Investment Services, LLCJul 2018 to Aug 2018
- Jackson National Life Distributors LLCFeb 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CO).
Creativeone Wealth, LLC
$6.3BAssets managed
22,291Clients
220Advisers
11 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
- 5908690
- Firm CRD
- 281213