Unclaimed Profile

Thomas Gerard Moore

BCU WEALTH ADVISORS, LLC·VERNON HILLS, Illinois

SIE, Series 7, Series 24, Series 63CFAClean record22 years registeredBCU WEALTH ADVISORS, LLC

300 N. MILWAUKEE AVENUE, VERNON HILLS, IL 60061CRD# 4711567Firm CRD# 164173

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Thomas Gerard Moore · VERNON HILLS, IL

Registration

CRD #4711567 · BCU WEALTH ADVISORS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BCU WEALTH ADVISORS, LLC

BCU WEALTH ADVISORS, LLC

Jul 2012 – Jun 2022

VERNON HILLS, IL

CUSO FINANCIAL SERVICES, L.P.

Jun 2012 – Mar 2015

VERNON HILLS, IL

CUNA BROKERAGE SERVICES, INC.

Sep 2009 – Jul 2010

VERNON HILLS, IL

BALANCE SHEET SOLUTIONS LLC

Aug 2004 – Apr 2009

WARRENVILLE, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · August 5, 2004

Years registered · 22

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BCU WEALTH ADVISORS, LLC

CRD 164173 · SEC 801-81122

AUM

$450M

Regulatory assets under management

Employees

1,717 client accounts

Services offered by BCU WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BCU WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Thomas Gerard Moore offer?

Thomas Gerard Moore specializes in Financial Planning, Investment Management.

What are Thomas Gerard Moore's credentials?

Thomas Gerard Moore holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Thomas Gerard Moore located?

Thomas Gerard Moore is based in VERNON HILLS, Illinois, last registered with BCU WEALTH ADVISORS, LLC.

How does Thomas Gerard Moore charge for services?

Thomas Gerard Moore's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BCU WEALTH ADVISORS, LLC?

BCU WEALTH ADVISORS, LLC has approximately 17 employees and manages $450M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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