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 based out of Troy, Michigan, with a total of 12 years of financial industry experience. Moore is currently employed by Commonwealth Financial Network. During their career, Moore 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 has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Michigan. Commonwealth Financial Network is a financial advisory company based out of Troy, Michigan. The firm has offices in 1,275 locations and a total of 4,000 advisors. It manages $162 billion in assets under management between its 540,172 accounts, making it one of the largest firms in the United States by assets under management. The firm provides services to 432 charitable organizations. Of its 540,172 client accounts, just 10% are held by high-net-worth clients who have at least $1 million in investable assets. The company offers a number of services, such as 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. A financial advisor's fees usually vary depending on the services offered. However, fees billed by Commonwealth Financial Network can include some blend 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

12 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

$161,852,722,626

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

4,000

MI Average: 118
Total Number of Accounts

540,172

MI Average: 4,567
Average Account Size

$299,632

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 12 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
Scott Holmes
Laguna Niguel, CA
Brian Beaulieu
Camden, ME
H. Hughes
Cary, NC
Scott Wilson
Saint Peters, MO
Jason Hosler
Prescott, AZ
Jerod Ensz
Rapid City, SD
Ryan Evans
Chicago, IL

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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