Kristine
Moore
Newedge Advisors
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About this Advisor
Kristine Moore is a financial advisor based in North Haven, Connecticut, working with Newedge Advisors. Kristine has previously held positions at Ing, Ing Financial Advisers, LLC, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Newedge Advisors LLC, and Newedge Securities, Inc. Kristine has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California, Connecticut, New York, and Texas. Currently, Kristine is part of Newedge Advisors, which operates out of North Haven, Connecticut. The firm has 99 offices and 570 employees. The firm manages assets totaling $18.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Newedge Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Newedge Advisors Brokerage Details
$18,432,430,824
570
62,249
$296,108
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
Kristine Moore Work History
Newedge Advisors LLC
Newedge Securities, Inc
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Ing Financial Advisers, LLC
Ing
Disclosures
Please visit the SEC profile of Kristine Moore to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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