Unclaimed Profile

Robert Alan Moore

XY INVESTMENT SOLUTIONS, LLC·BOZEMAN, Montana

Series 65Clean record14 years registeredXY INVESTMENT SOLUTIONS, LLC

24 E. MAIN STREET, BOZEMAN, MT 59715CRD# 6010619Firm CRD# 285967

Profile Verification

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

Identity

Robert Alan Moore · BOZEMAN, MT

Registration

CRD #6010619 · XY INVESTMENT SOLUTIONS, LLC · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: XY INVESTMENT SOLUTIONS, LLC

XYPN INVEST

Oct 2017 – Feb 2025

BOZEMAN, MT

ABACUS WEALTH PARTNERS

Oct 2015 – Jan 2017

Nashville, TN

SERENITY FINANCIAL CONSULTING LLC

Jul 2012 – Nov 2015

SHOREWOOD, WI

FINANCIAL SERVICE GROUP INC

Feb 2012 – May 2012

RACINE, WI

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 16, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

XY INVESTMENT SOLUTIONS, LLC

CRD 285967 · SEC 801-118916

AUM

$133M

Regulatory assets under management

Employees

1,451 client accounts

Services offered by XY INVESTMENT SOLUTIONS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at XY INVESTMENT SOLUTIONS, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Alan Moore offer?

Robert Alan Moore specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Robert Alan Moore's credentials?

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

Where is Robert Alan Moore located?

Robert Alan Moore is based in BOZEMAN, Montana, last registered with XY INVESTMENT SOLUTIONS, LLC.

How does Robert Alan Moore charge for services?

Robert Alan Moore's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is XY INVESTMENT SOLUTIONS, LLC?

XY INVESTMENT SOLUTIONS, LLC has approximately 15 employees and manages $133M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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