William Andrew Moon
Investment adviser representative at Davidson Investment Advisors, Inc.
13 yearsExperience
1 stateRegistered in
CFADesignation
$5.2BFirm assets
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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
13 years in the industry.
- Davidson Investment Advisors, Inc.Jan 2020 to now
- D.A. Davidson & Co.Jan 2018 to Jan 2020
- Hart Capital Management, Inc.Aug 2013 to Dec 2017
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 1 state (WA).
Davidson Investment Advisors, Inc.
$5.2BAssets managed
4,407Clients
17Advisers
51 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
- 6406557
- Firm CRD
- 110552