Alexander Moore
Investment adviser representative at Charles Schwab & Co., Inc.
12 yearsExperience
1 stateRegistered in
$0Firm assets
39 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
12 years in the industry.
- Charles Schwab & Co., Inc.Aug 2024 to now
- Union Home MortgageSep 2021 to Aug 2024
- Montana Campus CompactAug 2020 to Aug 2021
- Missoula Interfaith Collaborative/family PromiseMay 2020 to Mar 2021
- Center for Humans & NatureMay 2019 to May 2020
- University of MontanaAug 2018 to May 2020
- Dodd Camera HoldingsMay 2018 to Aug 2018
- Full Time EducationAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 7956671
- Firm CRD
- 5393