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Micah Moore

6 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
3,774 clients
Average Client Portfolio
$325K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$3K
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Location

305 Spindrift Drive, Williamsville, NY, 14221

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Micah is involved with the Naples NY Rotary Club and Rotary Camp Onseyawa, and works as a Registered Representative for Peak Brokerage Services, a Wealth Manager for The Financial Guys (selling life insurance), and an IAR for Independent Solutions Wealth Management, LLC. The latter three activities each take about 10-20% of his time.

Employment History
Current Registrations
Independent Solutions Wealth Management, LLC
April 2024 - Present · 1 yr 10 mos
Peak Brokerage Services, LLCBroker
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
November 2021 - April 2024 · 2 yrs 5 mos
Cambridge Investment Research, INC.Broker
July 2021 - April 2024 · 2 yrs 9 mos
MML Investors Services, LLCBroker
January 2020 - July 2021 · 1 yr 6 mos
MML Investors Services, LLCBroker
March 2019 - July 2019 · 4 mos
State Registrations5 states
NYOHPASCVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.