Thomas Edward Moore
Investment adviser representative at Titleist Asset Management, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.8BFirm 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 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
14 years in the industry.
- Titleist Asset Management, LLCAug 2026 to now
- Titleist CapitalAug 2026 to now
- Secure Financial ManagementOct 2024 to Aug 2026
- Cetera Advisor Networks LLCAug 2023 to Oct 2024
- Cetera Investment Advisers LLCAug 2023 to Oct 2024
- Img Financial GroupJan 2023 to Oct 2024
- Minnesota Life Insurance CompanyJan 2023 to Aug 2023
- Securian Financial ServicesJan 2023 to Aug 2023
- Northwestern Mutual Investment Services LLCNov 2021 to Dec 2022
- Northwestern Mutual Life Insurance CompanyAug 2021 to Dec 2022
- Self EmployedSep 2012 to Aug 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Titleist Asset Management, LLC
$2.8BAssets managed
2,151Clients
43Advisers
3 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
- 7424146
- Firm CRD
- 323567