Matthew James Moore
Investment adviser representative at Verdence Capital Advisors, LLC
11 yearsExperience
1 stateRegistered in
$4.6BFirm assets
9 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Verdence Capital Advisors, LLCMar 2026 to now
- Kpmg LLPOct 2024 to Feb 2026
- Kpmg LLPJun 2023 to Aug 2023
- Stepstone GroupJun 2022 to Aug 2022
- Greenspring AssociatesJul 2021 to Aug 2021
- Loyola University MarylandSep 2019 to Aug 2024
- Baltimore Country ClubJun 2019 to Oct 2021
- Loyola Blakefield High SchoolSep 2015 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MD).
Verdence Capital Advisors, LLC
$4.6BAssets managed
1,876Clients
46Advisers
9 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
- 8258491
- Firm CRD
- 288512