Maxwell Moore
Investment adviser representative at Birch Wealth Management
13 yearsExperience
2 statesRegistered in
$62.1MFirm assets
5 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Birch Wealth ManagementMar 2026 to now
- CitigroupAug 2022 to now
- UnemployedMar 2022 to Jul 2022
- Manning & NapierJan 2020 to Mar 2022
- Manning & NapierNov 2017 to Dec 2019
- UnemployedJun 2017 to Oct 2017
- State Street CorpNov 2015 to May 2017
- University of Massachusetts AmherstAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Birch Wealth Management
Legal name: Birch Wealth, Inc.
$62.1MAssets managed
176Clients
2Advisers
5 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
- 7595664
- Firm CRD
- 304727