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DM

Danny L. Moore

EPG WEALTH MANAGEMENT LLC
Amelia Island, FL
Some features on this profile are disabled
CRD#: 2662931
DM

Professional summary

Danny Lee Moore is a registered financial advisor currently at EPG WEALTH MANAGEMENT LLC located in Amelia Island, Florida.

Danny is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Danny has worked at 9 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

top-8-questions

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.
1. DLM FINANCIAL SERVICES, INC., NOT INVESTMENT RELATED; ATLANTA,GA 30305;PASS THROUGH; CEO, CFO, OWNER; 12/26/2007;0 HRS/MONTH;0 HRS DURING TRADING;PRESIDENT

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Danny Lee 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

June 25, 2019 - Present

EPG WEALTH MANAGEMENT LLC

RIA
CRD#: 302075
Amelia Island, FL
Past

January 10, 2017 - December 31, 2023

ARKADIOS CAPITAL

BD
CRD#: 282710
Amelia Island, FL
Past

July 31, 2009 - November 20, 2020

ACG WEALTH INC.

RIA
CRD#: 150419
Jacksonville, FL
Past

May 27, 2009 - August 4, 2009

TRIAD ADVISORS LLC

RIA
CRD#: 25803
ATLANTA, GA
Past

May 20, 2009 - January 24, 2017

TRIAD ADVISORS LLC

BD
CRD#: 25803
ATLANTA, GA
Past

August 3, 2007 - May 27, 2009

LPL FINANCIAL LLC

RIA
CRD#: 6413
ATLANTA, GA
Past

August 3, 2007 - May 27, 2009

LPL FINANCIAL LLC

BD
CRD#: 6413
ATLANTA, GA
Past

April 2, 2007 - August 6, 2007

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
ATLANTA, GA
Past

April 2, 2007 - August 6, 2007

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
ATLANTA, GA
Past

February 25, 2003 - April 2, 2007

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
ATLANTA, GA
Past

May 15, 2001 - April 2, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
ATLANTA, GA
Past

February 9, 1999 - May 24, 2001

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

October 2, 1995 - August 19, 1997

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA

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".
EW
EPG WEALTH MANAGEMENT LLC
EAST PACES GROUP | KINSHIP WEALTH PARTNERS | EPG WEALTH MANAGEMENT LLC

CRD#: 302075 / SEC#: 801-116719

RIA
Registered Investment Advisory firm - (5/31/2019 Approved)

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
Florida
(6/25/2019)

Exams

State Security Law Exam
RR
Series 63
Date: 2/24/1999
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 5/1/1997
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/29/1995
General Securities Representative Examination

Current Firm

EW
EPG WEALTH MANAGEMENT LLC
EAST PACES GROUP | KINSHIP WEALTH PARTNERS | EPG WEALTH MANAGEMENT LLC

CRD#: 302075 / SEC#: 801-116719

RIA
Registered Investment Advisory firm - (5/31/2019 Approved)
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Contact information

Main Address
309 East Paces Ferry Rd Ne Ste 900, Atlanta, GA 30305
Mailing Address
Phone number
(404) 809-3680
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (14 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EPG WEALTH MANAGEMENT FIRM BROCHURE (3/12/2025)
EPG WEALTH MANAGMENT WRAP FEE PROGRAM BROCHURE (3/12/2025)

Regulatory assets under management

Total Number of Accounts1,114
AUM (Assets Under Management)$ 495,489,968

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

EPG WEALTH MANAGEMENT LLC

CRD#: 302075Amelia Island, FL

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