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Shabri Gandhi Moore

Shabri Gandhi Moore

AIF®, CFP®

MOORE WEALTH

FREDERICK, MD

·CRD# 2894381·29 years experience

Professional Summary

Shabri Gandhi Moore, AIF®, CFP®, who also goes by Shabri Chandravadan Gandhi, is a registered financial advisor currently at MOORE WEALTH located in Frederick, Maryland. Shabri is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Shabri has worked at 9 firms and has passed the Series 66, SIE, Series 7, Series 6, Series 51 and Series 24 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Shabri Chandravadan Gandhi

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

AIF®

Accredited Investment Fiduciary

CFP®

Certified Financial PlannerSince 2005

Years of Experience

29 years in the financial services industry

Current & Past Employments

MOORE WEALTH·CRD# 323374

RIA

50 Carroll Creek Way Suite 335, Frederick, MD 21701

April 3, 2023 - Present

COMMONWEALTH FINANCIAL NETWORK·CRD# 8032

RIA

Frederick, MD

November 20, 2009 - April 4, 2023

COMMONWEALTH FINANCIAL NETWORK·CRD# 8032

BD

Frederick, MD

November 20, 2009 - December 31, 2022

AMERICAN PORTFOLIOS ADVISORS, INC·CRD# 112697

RIA

Holbrook, NY

October 28, 2003 - November 23, 2009

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.·CRD# 18487

BD

Frederick, MD

February 21, 2003 - November 23, 2009

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER·CRD# 20804

BD

Scottsdale, AZ

September 5, 2002 - February 21, 2003

WALNUT STREET ADVISERS INC·CRD# 109903

RIA

Frederick, MD

November 1, 2000 - September 5, 2002

WALNUT STREET SECURITIES, INC.·CRD# 15840

BD

El Segundo, CA

June 27, 2000 - September 5, 2002

SUNSET FINANCIAL SERVICES, INC.·CRD# 3538

BD

Kansas City, MO

October 20, 1997 - June 26, 2000

1717 CAPITAL MANAGEMENT COMPANY·CRD# 4082

BD

Newark, DE

July 14, 1997 - September 10, 1997

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Current Firm

MW

MOORE WEALTH

MOORE WEALTH | MOORE WEALTH LLC

CRD#: 323374 / SEC#: 801-127484

RIA

Registered Investment Advisory firm - SEC (5/22/2023 Approved)

Contact Information

Main Address

50 Carroll Creek Way Suite 335, Frederick, MD 21701

Phone Number

(301) 631-1207

# of Employees

6

SEC notice filing (9 States and Territories)

Registered to provide investment advisory services in 9 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV 2A JULY 2026 (7/7/2026)

Regulatory Assets Under Management

Total Number of Accounts

563

AUM (Assets Under Management)

$156,908,298

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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. Fixed insurance sales, as of 2023, less than 1% of time spent during business hours, Investment related, conducted at branch location. 2. Owner, Shabri Moore, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 02/04/2022; 0% of time spent during business hours; Conducted at branch; Investment related. 3. Co-Owner, & Managing Partner, Moore Wealth, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 2/4/2022; 100% of time spent during business hours; Conducted at branch; Investment related. 4. Owner, Moore Business Enterprises, an entity for managing commercial real estate occupied by Moore Wealth LLC, less than 1% of time spent during business hours, conducted at branch location, not investment related.

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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".

MW

MOORE WEALTH

MOORE WEALTH | MOORE WEALTH LLC

CRD#: 323374 / SEC#: 801-127484

RIA

Registered Investment Advisory firm - SEC (5/22/2023 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.

IAR

Maryland
(4/3/2023)

IAR

Texas
(4/3/2023)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Nov 1998About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed May 2001About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jul 1997About the Series 6 exam

Series 51 — Municipal Fund Securities Principal Examination

Passed Oct 2004About the Series 51 exam

Series 24 — General Securities Principal Examination

Passed May 2001About the Series 24 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Shabri Gandhi Moore's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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Shabri Gandhi Moore

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