Alex Matthew Flaugher
Investment adviser representative at Moment Private Wealth
11 yearsExperience
1 stateRegistered in
$357.2MFirm assets
2 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Moment Private WealthJan 2026 to now
- Charles Schwab & Co., Inc.Jul 2023 to Jan 2026
- TD Ameritrade, IncNov 2017 to May 2024
- Scottrade Inc.Oct 2015 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MO).
Moment Private Wealth
Legal name: Moment Private Wealth, LLC
$357.2MAssets managed
105Clients
6Advisers
2 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
- 6553051
- Firm CRD
- 313223