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BM

Barbara J. Moore

ARETE WEALTH MANAGEMENT
New York, NY 10004
Some features on this profile are disabled
CRD#: 1226411
BM

Professional summary


Barbara J Moore, who also goes by Barbara J Wright, Barbara Jane Wright, Barbara J Wright-moore, is a registered financial professional currently at ARETE WEALTH MANAGEMENT, LLC located in New York, New York.

Barbara is registered as a RR (Registered Representative) and started their career in finance in 1987. Barbara has worked at 7 firms and has passed the Series 63, SIE, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Barbara J Wright | Barbara Jane Wright | Barbara J Wright-Moore

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Barbara J Moore's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

March 18, 2024 - Present

ARETE WEALTH MANAGEMENT, LLC

Office #1: 5 Hanover Sq. 12th Floor, New York, NY 10004
BD
CRD#: 44856
New York, NY
Past

March 29, 2016 - February 27, 2024

UHLMANN PRICE SECURITIES, LLC

BD
CRD#: 42854
SKOKIE, IL
Past

April 2, 2012 - March 23, 2016

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
PARAMUS, NJ
Past

March 11, 2011 - April 13, 2012

OSAIC FS, INC.

RIA
CRD#: 3870
PARAMUS, NJ
Past

March 11, 2011 - April 13, 2012

OSAIC FS, INC.

BD
CRD#: 3870
PARAMUS, NJ
Past

July 1, 2003 - March 14, 2011

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
PARAMUS, NJ
Past

July 1, 2003 - March 14, 2011

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
PARAMUS, NJ
Past

July 24, 2002 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

RIA
CRD#: 7471
PARAMUS, NJ
Past

August 25, 1989 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

February 26, 1987 - August 25, 1989

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(3/18/2024)
RR
Colorado
(3/18/2024)
RR
Florida
(3/18/2024)
RR
New Jersey
(3/18/2024)
RR
New York
(3/18/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 3/18/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 3
Date: 11/21/1989
National Commodity Futures Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


AW
ARETE WEALTH MANAGEMENT, LLC
ARETE WEALTH MANAGEMENT, LLC | KEYSTONE SECURITIES, LLC. | KEYSTONE SECURITIES, LLC | KEYSTONE INVESTMENT ADVISORS, LLC

CRD#: 44856 / SEC#: , 8-50854

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
1115 W Fulton Market 3rd Floor, Chicago, IL 60607
Mailing Address
1115 W Fulton Market 3rd Floor, Chicago, IL 60607
Phone number
(312) 940-3684
Established
Illinois since 01/20/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
ARETE WEALTH INCDIRECT OWNER
BULLA, CHRISTIAN ALEXANDERMUNICIPAL SECURITIES PRINCIPAL7067640
CHUNG, UNBOCHIEF COMPLIANCE OFFICER / AML COMPLIANCE OFFICER6208569
HOCK, DAVID CARLCHIEF FINANCIAL OFFICER / FINANCIAL & OPERATIONS PRINCIPAL (FINOP)2246268
RAYNER, MICAH HARDINGREGISTERED OPTIONS PRINCIPAL6252596
ROGERS, JOSHUA DEANCHIEF EXECUTIVE OFFICER3163818

Disclosures


Regulatory Event2
Civil Event1
Arbitration3

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ARETE WEALTH MANAGEMENT, LLC

CRD#: 44856New York, NY 10004

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