David Reese Moore
Investment adviser representative at RBC Capital Markets, LLC
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$310.4BFirm 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 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
- Seminars and workshops
Experience
15 years in the industry.
- City National BankOct 2026 to now
- RBC Capital Markets, LLCJul 2026 to now
- MesirowJun 2021 to Jun 2026
- Duke UniversityAug 2020 to May 2021
- William BlairMay 2020 to Aug 2020
- Duke UniversityAug 2019 to May 2020
- Mesirow FinancialMay 2019 to Aug 2019
- Duke UniversityAug 2018 to May 2019
- Loop Capital MarketsJul 2018 to Aug 2018
- Duke UniversityAug 2017 to May 2018
- Loop Capital MarketsMay 2017 to Aug 2017
- Full-time EducationDec 2011 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
RBC Capital Markets, LLC
$310.4BAssets managed
283,910Clients
3,838Advisers
49 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
- 6823295
- Firm CRD
- 31194