Adrian Daniel Moon
Investment adviser representative at First Command Advisory Services
21 yearsExperience
2 statesRegistered in
$24.4BFirm assets
21 yearsFirm in business
Are you Adrian Daniel Moon? 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- First Command Advisory Services, Inc.Jul 2026 to now
- First Command Insurance Services, Inc.Jul 2026 to now
- First Command Brokerage Services, Inc.Jan 2026 to now
- Precision Security LLCOct 2025 to Nov 2025
- United States ArmyJul 2021 to Aug 2025
- Wilkinson's WallsJun 2020 to Jun 2021
- Chick-fil-aAug 2019 to Sep 2020
- UnemployedJun 2018 to Aug 2019
- Appleton Bicycle ShopOct 2017 to May 2018
- UnemployedNov 2005 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
First Command Advisory Services
$24.4BAssets managed
113,591Clients
1,027Advisers
21 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
- 8211152
- Firm CRD
- 281958