Michael A. Moore

PURE FINANCIAL ADVISORS

Irvine, CA 92614

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CRD#: 1567726

Professional summary

Michael Albert Moore is a registered financial advisor currently at PURE FINANCIAL ADVISORS, LLC located in Irvine, California.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Michael has worked at 6 firms and has passed the Series 66, Series 63, Series 31, Series 7, Series 3 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) - RIA

Click below to view Michael Albert 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

December 4, 2023 - Present

PURE FINANCIAL ADVISORS, LLC

Office #1: 2020 Main St Suite 690, Irvine, CA 92614

RIA

CRD#: 144316

Irvine, CA

Past

January 3, 2007 - December 22, 2023

CRESTLINE CAPITAL, LLC

RIA

CRD#: 140794

LAKE OSWEGO, OR

Past

July 25, 2005 - October 23, 2006

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

PORTLAND, OR

Past

July 22, 2005 - October 23, 2006

MORGAN STANLEY DW INC.

CRD#: 7556

PORTLAND, OR

Past

May 8, 2003 - August 3, 2005

PIPER SANDLER & CO.

CRD#: 665

MINNEAPOLIS, MN

Past

August 19, 1987 - May 19, 2000

MORGAN STANLEY MARKET PRODUCTS INC.

CRD#: 19794

NEW YORK, NY

Past

January 1, 1987 - May 19, 2000

MORGAN STANLEY & CO. LLC

CRD#: 8209

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PURE FINANCIAL ADVISORS, LLC

FAIRHAVEN WEALTH MANAGEMENT | PURE FINANCIAL ADVISORS, LLC | PURE FINANCIAL ADVISORS, INC. | PURE ADVISORY GROUP

CRD#: 144316 / SEC#: 801-70137

RIA

Registered Investment Advisory firm - (5/1/2009 Approved)

California

Registered Investment Advisory firm - (5/7/2009 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(12/5/2023)

IAR

Oregon
(12/4/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/3/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/20/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 7/14/2006

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 5/7/2003

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 12/12/1986

National Commodity Futures Examination

Principal/Supervisory Exam

Series 8

Date: 5/26/1999

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

PURE FINANCIAL ADVISORS, LLC

FAIRHAVEN WEALTH MANAGEMENT | PURE FINANCIAL ADVISORS, LLC | PURE FINANCIAL ADVISORS, INC. | PURE ADVISORY GROUP

CRD#: 144316 / SEC#: 801-70137

RIA

Registered Investment Advisory firm - (5/1/2009 Approved)

California

Registered Investment Advisory firm - (5/7/2009 Terminated)

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Contact information

Main Address

3131 Camino Del Rio N Suite 1550, San Diego, CA 92108

Mailing Address

Phone number

(866) 876-7873

Established

Firm type

Fiscal year end

# of Employees

171

SEC notice filing (42 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PURE FINANCIAL ADVISORS, ADV 2A BROCHURE (9/26/2025)

Regulatory assets under management

Total Number of Accounts	22,199
AUM (Assets Under Management)	$ 8,023,229,867

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.

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Firm Stability Insights

Michael A. Moore

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Albert Moore's CRS (Customer Relationship Summary).

Certified licenses

Experience

CRESTLINE CAPITAL, LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

PIPER SANDLER & CO.

MORGAN STANLEY MARKET PRODUCTS INC.

MORGAN STANLEY & CO. LLC

Primary Firm SEC Registration

PURE FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/3/2005

Series 63

Date: 5/20/2003

Series 31

Date: 7/14/2006

Series 7

Date: 5/7/2003

Series 3

Date: 12/12/1986

Series 8

Date: 5/26/1999

Current Firm

PURE FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (42 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PURE FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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