Robert
Moore

Xy Investment Solutions, LLC

CRD#6010619
Investment Advisor
in Bozeman, MT

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About this Advisor

Robert Moore is a certified financial planner operating out of Bozeman, Montana, who has 6 years of relevant experience. Moore works at Xy Investment Solutions, LLC. During their career, Moore has held roles at Serenity Financial Consulting LLC, Abacus Wealth Partners, Xy Investment Solutions, Xy Planning Network and Advicepay Inc. Moore holds a Series 65 license, certifying them as an investment advisor representative, and is registered to operate in Connecticut, Illinois, Montana, North Carolina, Texas, Utah and Virginia. Xy Investment Solutions, LLC is a financial advisory business that has its headquarters in Bozeman, MT. The firm has a total of seven financial advisors. It administers $101 million in total assets across its 1,188 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. The company provides a few services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors are based on which services the firm provides the client. However, fees charged by Xy Investment Solutions, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

24 E. Main Street
Bozeman, MT 59715

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Xy Investment Solutions, LLC Brokerage Details

Total Assets Under Management

$101,330,843

MT Average: $2,609,029,241
Total Number of Employees

7

MT Average: 66
Total Number of Accounts

1,188

MT Average: 6,076
Average Account Size

$85,295

MT Average: $429,399

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Robert Moore Work History

Robert has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Xy Investment Solutions

2016 - Present (8 years)

Advicepay Inc

2014 - Present (10 years)

Xy Planning Network

2015 - 2017 (2 years)

Abacus Wealth Partners

2012 - 2015 (3 years)

Serenity Financial Consulting LLC

*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 Robert Moore 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 Xy Investment Solutions, LLC

Robert Moore
Bozeman, MT

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 profile-compliance@smartasset.com.

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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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