Robert
Moore

Commonwealth Financial Network

CRD#4539719
Investment Advisor
in Troy, MI

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About this Advisor

Robert Moore is a certified financial planner and chartered financial consultant who works in Troy, Michigan, who has been in the financial industry for 10 years. Moore is currently employed by Commonwealth Financial Network. During their career, the advisor has held roles at Metlife Securities Inc, Mml Investors Services, LLC, Mass Mutual Life Insurance Company, Metropolitan Life Insurance Company, Commonwealth Financial Network and Center For Wealth Management. Moore holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Michigan. Commonwealth Financial Network is a company that has its headquarters in Troy, Michigan. The company has offices in 1,090 locations and a total of 3,400 people on staff. It oversees $111 billion in assets among its 436,517 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 277 charitable organizations. Of its 436,517 customer accounts, just 4% are associated with high-net-worth clients who have at least $1 million in investable assets. Commonwealth Financial Network provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management largely are based on the financial services. However, fee types charged by Commonwealth Financial Network can be comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years of Experience

10 years

Services Offered

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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

2950 West Square Lake Road Suite 100
Troy, MI 48098

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$111,440,393,319

MI Average: $16,012,751,954
Total Number of Employees

3,400

MI Average: 118
Total Number of Accounts

436,517

MI Average: 4,567
Average Account Size

$255,295

MI Average: $3,506,186

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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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Robert Moore Work History

Robert has 10 years of experience.

2019 - Present (3 years)

Commonwealth Financial Network

2019 - Present (3 years)

Center For Wealth Management

2017 - 2019 (2 years)

Mml Investors Services, LLC

2016 - 2019 (3 years)

Mass Mutual Life Insurance Company

2010 - 2017 (7 years)

Metlife Securities Inc

2010 - 2016 (6 years)

Metropolitan Life Insurance Company

Disclosures

Robert Moore has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Brendan Bullett
North Adams, MA
Richard Hanson
Waltham, MA
Aaron Pearce
San Diego, CA
James Gura
Saint Louis, MO
Evan Pappazisis
Waltham, MA
Bradley Roberts
Knoxville, TN

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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