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Dylan Jackson Parker

MOMENT ADVISORS, LLC·NEW YORK, New York
SIE, Series 7TO, Series 57TOClean recordMOMENT ADVISORS, LLC
575 5TH AVENUE, NEW YORK, NY 10017CRD# 7299971Firm CRD# 325262

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Dylan Jackson Parker · NEW YORK, NY
Registration
CRD #7299971 · MOMENT ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7TO
Series 57TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
MOMENT ADVISORS, LLC
CRD 325262 · SEC 801-129894
AUM
—
Regulatory assets under management
Employees
4
Total firm employees
Services offered by MOMENT ADVISORS, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Educational seminars/workshops
Client types served by the firm
Per Form ADV
Individuals
View all advisors at MOMENT ADVISORS, LLC →
Introduction

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04

Frequently Asked Questions

What services does Dylan Jackson Parker offer?
Dylan Jackson Parker specializes in Investment Management, Wealth Management, Financial Education, Fee-Only Advisory. Contact their office in NEW YORK, New York for a consultation.
What are Dylan Jackson Parker's credentials?
Dylan Jackson Parker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dylan Jackson Parker located?
Dylan Jackson Parker is based in NEW YORK, New York, working with MOMENT ADVISORS, LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Dylan Jackson Parker charge for services?
Dylan Jackson Parker'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 MOMENT ADVISORS, LLC?
MOMENT ADVISORS, LLC has approximately 4 employees. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MOMENT ADVISORS, LLC

Julius Raphael Leiman-Carbia
NEW YORK, NY
Dean Gasser Hathout
NEW YORK, NY

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