Vanessa
Moore
Zephyr Wealth Management
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About this Advisor
Vanessa Moore is a financial advisor operating in Thousand Oaks, California with 7 years of industry experience. Moore is an advisor for Zephyr Wealth Management. During their career, Moore has held roles at 401K Advisors, Financial Telesis Inc, Monarch Corporate Advisors, Zephyr Investment Management and Fsc Securities Corporation. Moore holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in California. Zephyr Wealth Management is a registered investment company based in Thousand Oaks, CA. It handles $294 million in total assets among its 639 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 639 accounts, just 12% belong to high-net-worth investors who have greater than $1 million in investable assets. Zephyr Wealth Management provides a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management typically vary depending on which service is offered. Fee types charged by Zephyr Wealth Management most likely consist of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Zephyr Wealth Management Brokerage Details
$294,408,116
7
639
$460,733
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Vanessa Moore Work History
Vanessa has been registered as a financial advisor for 7 years.*
Zephyr Investment Management
Fsc Securities Corporation
Monarch Corporate Advisors
401K Advisors
Financial Telesis Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Vanessa Moore to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Zephyr Wealth Management
Thousand Oaks, CA
Thousand Oaks, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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