Aaron Charles Moore
Investment adviser representative at Steward Partners Investment Advisory, LLC
21 yearsExperience
3 statesRegistered in
$36.7BFirm assets
10 yearsFirm in business
Are you Aaron Charles 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
Experience
21 years in the industry.
- Vpwisco, LLCMay 2025 to now
- Steward Partners Investment Advisory, LLCJun 2024 to now
- Steward Partners Investment Solutions, LLCAug 2023 to now
- Vantage Point Private Wealth, LLCAug 2023 to May 2025
- Harbour Investments, Inc.Jun 2022 to Aug 2023
- Littrell FinancialJun 2022 to Aug 2023
- Ironwood Drive Financial GroupJun 2021 to Jun 2022
- Securian Financial Services IncJun 2021 to Jun 2022
- Nathan Alexander LittrellJan 2021 to Jun 2021
- Jordan KosnickJan 2021 to May 2021
- Northwestern Mutual Investment Services LLCApr 2020 to Jun 2021
- Joshua KosnickApr 2020 to May 2021
- UnemployedNov 2019 to Apr 2020
- Edward JonesApr 2019 to Oct 2019
- United States Department of Agriculture Farm Service AgencyMay 2005 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 3 states (CA, TX, WI).
Steward Partners Investment Advisory, LLC
$36.7BAssets managed
42,763Clients
480Advisers
10 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
- 7098016
- Firm CRD
- 283004