Blake
Moore

Ae Wealth Management, LLC

CRD#5874556
Investment Advisor
in Salem, VA

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About this Advisor

Blake Moore is a financial advisor based in Salem, Virginia, working with Ae Wealth Management, LLC. Blake has previously held positions at Mutual Of Omaha, Mutual Of Omaha Investor Services, Inc, Futurity First Insurance Group, Sequent Planning, LLC, Regal Investment Advisors, LLC, Ae Wealth Management LLC, and Prosperity Wealth Group, LLC. Blake has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Virginia. Currently, Blake is part of Ae Wealth Management, LLC, which operates out of Salem, Virginia. The firm has 343 offices and 578 employees. The firm manages assets totaling $27.1 billion and serves high-net-worth clients. The services offered by the firm include 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. The fee structure at Ae Wealth Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

Office Location

121 Roanoke Blvd
Salem, VA 24153

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Ae Wealth Management, LLC Brokerage Details

Total Assets Under Management

$27,082,623,332

VA Average: $2,243,162,756
Total Number of Employees

578

VA Average: 44
Total Number of Accounts

277,294

VA Average: 4,091
Average Account Size

$97,668

VA Average: $548,316

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

Blake Moore Work History

2024 - Present (0 year)

Ae Wealth Management LLC

2023 - Present (1 year)

Regal Investment Advisors, LLC

2023 - Present (1 year)

Prosperity Wealth Group, LLC

2019 - 2023 (4 years)

Sequent Planning, LLC

2017 - 2023 (6 years)

Futurity First Insurance Group

2011 - 2017 (6 years)

Mutual Of Omaha Investor Services, Inc

2010 - 2014 (4 years)

Mutual Of Omaha

Disclosures

Please visit the SEC profile of Blake 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 Ae Wealth Management, LLC

Nicholas Taylor
Topeka, KS
Elizabeth Zarate
Scottsdale, AZ
Jennifer Cramer
Marietta, GA
Jeremiah Sullivan
Topeka, KS
William Sneckner
Englewood, CO
Dayne Ventrone
Sun City, AZ
Stewart Smith
Greenville, SC
Alexander Staverosky
Englewood, CO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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