Zachary Moore
Investment adviser representative at Cliftonlarsonallen Wealth Advisors, LLC
10 yearsExperience
1 stateRegistered in
$14.4BFirm assets
26 yearsFirm in business
Are you Zachary Moore? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed 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
10 years in the industry.
- Cliftonlarsonallen Wealth Advisors, LLCDec 2025 to now
- Raymond James & Associates, Inc.Nov 2024 to Nov 2025
- JPMorgan Chase BankDec 2021 to Nov 2024
- JPMorgan Securities LLCApr 2018 to Dec 2021
- JPMorgan Chase BankJul 2017 to Apr 2018
- Lowe's Home ImprovementJul 2016 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
Cliftonlarsonallen Wealth Advisors, LLC
$14.4BAssets managed
7,354Clients
99Advisers
26 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
- 6947314
- Firm CRD
- 38357