Baron Silver Stevens Financial Advisors, LLC

Investment Advisor
in Boca Raton, FL

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About this Advisor

Kristopher Moody is a financial advisor working out of Boca Raton, Florida with a total of 11 years of industry experience. Moody is currently employed by Baron Silver Stevens Financial Advisors, LLC. The advisor has gained experience at Baron Silver Stevens and Royal Alliance Associates, Inc. Moody holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Florida. Baron Silver Stevens Financial Advisors, LLC is a firm that has its headquarters in Boca Raton, FL. It handles $733 million in total assets among its 1,571 accounts, placing it among the bigger firms in the country by assets under management. The firm serves three charitable organizations. Of its 1,571 customer accounts, 73% are associated with high-net-worth clients who have more than $1 million in investable assets. Baron Silver Stevens Financial Advisors, LLC provides a few services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors largely vary depending on which service is offered. However, fee types billed by Baron Silver Stevens Financial Advisors, LLC can include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

4800 N. Federal Highway Suite 210-A
Boca Raton, FL 33431

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Baron Silver Stevens Financial Advisors, LLC Brokerage Details

Total Assets Under Management


FL Average: $1,855,561,029
Total Number of Employees


FL Average: 62
Total Number of Accounts


FL Average: 2,474
Average Account Size


FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Kristopher Moody Work History

Kristopher has been registered as a financial advisor for 11 years.*

2011 - Present (12 years)

Baron Silver Stevens

2011 - Present (12 years)

Royal Alliance Associates, 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.


Please visit the SEC profile of Kristopher Moody 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 Baron Silver Stevens Financial Advisors, LLC

Kristopher Moody
Boca Raton, FL
Filipp Kourenkov
Boca Raton, FL
Carrie Prusa
Boca Raton, FL
Michael Edelman
Boca Raton, FL
Michael Silver
Boca Raton, FL
Joel Levy
Boca Raton, FL

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

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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.

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