AdvisorOS Directory
Claim Profile
Unclaimed Profile
SM

Sarah Elizabeth Moore

BOS ASSET MANAGEMENT, LLC·SPRINGFIELD, Illinois
Clean recordBOS ASSET MANAGEMENT, LLC
3400 WABASH AVENUE, SPRINGFIELD, IL 62711CRD# 5615438Firm CRD# 310632

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sarah Elizabeth Moore · SPRINGFIELD, IL
Registration
CRD #5615438 · BOS ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Sarah Elizabeth Moore is a registered financial advisor based in SPRINGFIELD, Illinois, affiliated with BOS ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Sarah

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Sarah is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
BOS ASSET MANAGEMENT, LLC
BOS ASSET MANAGEMENT, LLC
AUM
$747M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at BOS ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REFERRAL FEES
Regulatory
SEC/IARD CRD# 5615438
Firm CRD# 310632
View on FINRA BrokerCheck →

Looking for a financial advisor in SPRINGFIELD?

Browse all registered financial advisors in SPRINGFIELD, Illinois or claim this profile if it's yours.

Browse SPRINGFIELD AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Sarah Elizabeth Moore offer?
Sarah Elizabeth Moore specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SPRINGFIELD, Illinois for a consultation.
What are Sarah Elizabeth Moore's credentials?
Sarah Elizabeth Moore is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sarah Elizabeth Moore located?
Sarah Elizabeth Moore is based in SPRINGFIELD, Illinois, working with BOS ASSET MANAGEMENT, LLC. Their office serves clients in the SPRINGFIELD metropolitan area and surrounding communities.
How does Sarah Elizabeth Moore charge for services?
Sarah Elizabeth Moore's firm is compensated through percentage of aum, hourly charges, subscription fees, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BOS ASSET MANAGEMENT, LLC?
BOS ASSET MANAGEMENT, LLC has approximately 12 employees and manages $747M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at BOS ASSET MANAGEMENT, LLC

Jason Knoedler
SPRINGFIELD, IL

More Advisors in SPRINGFIELD, Illinois

Deborah Jean Ringer
KEB ASSET MANAGEMENT, LLC·SPRINGFIELD, IL
David Wayne Burnett
KEB ASSET MANAGEMENT, LLC·SPRINGFIELD, IL
Bret Lavin Benham
HORACE MANN INVESTORS, INC.·SPRINGFIELD, IL
Danielle M. Hunt
KEB ASSET MANAGEMENT, LLC·SPRINGFIELD, IL
Holley Watson Taylor
HORACE MANN INVESTORS, INC.·SPRINGFIELD, IL
Jeffrey Lawrence Burton
L.A. BURTON & ASSOCIATES, INC.·SPRINGFIELD, IL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)DOWNERS GROVE (83)ROCKFORD (70)WHEATON (68)OAKBROOK TERRACE (66)DEERFIELD (60)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
Request removal of this profile