Unclaimed Profile

Gerald Ian Moore

FIRST TRUST DIRECT INDEXING L.P.·BOSTON, Massachusetts

Clean record6 years registeredFIRST TRUST DIRECT INDEXING L.P.

33 ARCH STREET, BOSTON, MA 02110CRD# 7217337Firm CRD# 297760

Profile Verification

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

Identity

Gerald Ian Moore · BOSTON, MA

Registration

CRD #7217337 · FIRST TRUST DIRECT INDEXING L.P. · 6 years registered

Brand Profile

Not yet started

Career History

FIRST TRUST ADVISORS LP

Nov 2024 – present

FIRST TRUST DIRECT INDEXING

Feb 2020 – Dec 2024

BOSTON, MA

Registrations & Exams

Registration record

First registered · February 12, 2020

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIRST TRUST DIRECT INDEXING L.P.

CRD 297760 · SEC 801-113667

AUM

$1.4B

Regulatory assets under management

Employees

528 client accounts

Services offered by FIRST TRUST DIRECT INDEXING L.P.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at FIRST TRUST DIRECT INDEXING L.P. →

Introduction

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Frequently Asked Questions

What services does Gerald Ian Moore offer?

Gerald Ian Moore specializes in Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are Gerald Ian Moore's credentials?

Gerald Ian Moore is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gerald Ian Moore located?

Gerald Ian Moore is based in BOSTON, Massachusetts, working with FIRST TRUST DIRECT INDEXING L.P.. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Gerald Ian Moore charge for services?

Gerald Ian 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 FIRST TRUST DIRECT INDEXING L.P.?

FIRST TRUST DIRECT INDEXING L.P. has approximately 11 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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