Cody
Pacheco
The Moorings Group, LLC
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About this Advisor
Cody Pacheco is a financial advisor based in Atlanta, Georgia, working with The Moorings Group, LLC. Cody has previously held positions at The Moorings Group, LLC, Atlanta Ice House, Peter Millar, Marietta Country Club, Pinetree Country Club, Ice Forum, High School, and Washworks. Cody has passed the Series 65 regulatory exam and is registered to provide services in Georgia and Texas. Currently, Cody is part of The Moorings Group, LLC, which operates out of Atlanta, Georgia. The firm has 3 employees and manages assets totaling $478.1 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at The Moorings Group, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
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The Moorings Group, LLC Brokerage Details
$478,100,000
3
242
$1,975,620
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Cody Pacheco Work History
The Moorings Group, LLC
Atlanta Ice House
Washworks
Peter Millar
Marietta Country Club
Pinetree Country Club
Ice Fourm
High School
Disclosures
Please visit the SEC profile of Cody Pacheco 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 The Moorings Group, LLC
Atlanta, GA
Atlanta, GA
Atlanta, GA
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