Kristopher
Moody
Baron Silver Stevens Financial Advisors, LLC
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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Baron Silver Stevens Financial Advisors, LLC Brokerage Details
$732,747,421
10
1,571
$466,421
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.*
Baron Silver Stevens
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.
Disclosures
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
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
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