Unclaimed Profile

Shabri Gandhi Moore

MOORE WEALTH LLC·FREDERICK, Maryland

SIE, Series 6, Series 7, Series 24, Series 51, Series 66CFP25 years registeredMOORE WEALTH LLC

50 CARROLL CREEK WAY, FREDERICK, MD 21701CRD# 2894381Firm CRD# 323374

Profile Verification

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

Identity

Shabri Gandhi Moore · FREDERICK, MD

Registration

CRD #2894381 · MOORE WEALTH LLC · 25 years registered

Brand Profile

Not yet started

Career History

MOORE WEALTH

Apr 2023 – present

COMMONWEALTH FINANCIAL NETWORK

Nov 2009 – Apr 2023

FREDERICK, MD

AMERICAN PORTFOLIOS ADVISORS, INC

Oct 2003 – Nov 2009

HOLBROOK, NY

WALNUT STREET ADVISERS INC

Nov 2000 – Sep 2002

FREDERICK, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 51

Series 66

Registration record

First registered · November 1, 2000

Years registered · 25

Professional designation · CFP

Disclosure History

2023Customer Dispute·Settled

2022Customer Dispute·Denied

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

MOORE WEALTH LLC

CRD 323374 · SEC 801-127484

AUM

$140M

Regulatory assets under management

Employees

538 client accounts

Services offered by MOORE WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Market timing 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 MOORE WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Shabri Gandhi Moore offer?

Shabri Gandhi Moore specializes in Financial Planning, Investment Management. Contact their office in FREDERICK, Maryland for a consultation.

What are Shabri Gandhi Moore's credentials?

Shabri Gandhi Moore holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Shabri Gandhi Moore located?

Shabri Gandhi Moore is based in FREDERICK, Maryland, working with MOORE WEALTH LLC. Their office serves clients in the FREDERICK metropolitan area and surrounding communities.

How does Shabri Gandhi Moore charge for services?

Shabri Gandhi 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 MOORE WEALTH LLC?

MOORE WEALTH LLC has approximately 6 employees and manages $140M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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