Royal Alliance Associates, Inc
About this Advisor
Cynthia Nowicki Moore is a certified financial planner based out of Mill Valley, California, with a total of 12 years of work experience. Nowicki Moore is currently employed by Royal Alliance Associates, Inc. They have worked at Royal Alliance Associates, Inc for their entire career. Nowicki Moore maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in California, Hawaii, New Jersey and Washington. Royal Alliance Associates, Inc is an advisory business headquartered in Mill Valley, California. The firm has offices in 905 locations and a total of 3,849 advisors. It handles $28 billion in assets between its 112,286 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 134 charities and foundations. Of its 112,286 client accounts, 18% are held by high-net-worth investors who have at least $1 million in assets available to invest. Royal Alliance Associates, Inc offers a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors largely depend on the services provided. Fee types charged by Royal Alliance Associates, Inc most likely include any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Royal Alliance Associates, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Cynthia Nowicki Moore Work History
Cynthia has 12 years of experience.
Royal Alliance Associates, Inc
Cynthia Nowicki Moore has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Royal Alliance Associates, Inc
Fort Dodge, IA
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.