David
Moore
Independent Solutions Wealth Management, LLC
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About this Advisor
David Moore is a financial advisor based in Williamsville, New York, working with Independent Solutions Wealth Management, LLC. David has previously held positions at Client One Securities, LLC, American Portfolios Financial Services, Inc, Mml Investors Services, LLC, Massachusetts Mutual Life Insurance Company, Mass Mutual Life Insurance Company, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Peak Brokerage Services, LLC, Independent Solutions Wealth Management, LLC, Changepath, LLC, and Moore Financial Group. David has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, David is part of Independent Solutions Wealth Management, LLC, which operates out of Williamsville, New York. The firm has 1 office and 21 employees. The firm manages assets totaling $953.8 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Independent Solutions Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
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Office Location
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Independent Solutions Wealth Management, LLC Brokerage Details
$953,830,582
21
5,873
$162,409
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
David Moore Work History
Peak Brokerage Services, LLC
Independent Solutions Wealth Management, LLC
Moore Financial Group
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Mass Mutual Life Insurance Company
Mml Investors Services, LLC
Changepath, LLC
Mml Investors Services, LLC
Massachusetts Mutual Life Insurance Company
American Portfolios Financial Services, Inc
Client One Securities, LLC
Client One Securities, LLC
Disclosures
Please visit the SEC profile of David Moore to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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