Edward R. Moore

BEY-DOUGLAS INVESTMENT COUNSEL

MARIETTA, GA 30067

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CRD#: 2961698

Professional summary

Edward Rutledge Moore JR, who also goes by Ned Moore Jr, Edward Rutledge Moore Jr, is a registered financial advisor currently at BEY-DOUGLAS, LLC INVESTMENT COUNSEL located in Marietta, Georgia.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Edward has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ned Moore Jr | Edward Rutledge Moore Jr

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 Edward Rutledge Moore JR'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

July 28, 2010 - Present

BEY-DOUGLAS, LLC INVESTMENT COUNSEL

Office #1: 1640 Powers Ferry Rd. Bldg 22-200, Marietta, GA 30067

RIA

CRD#: 108856

MARIETTA, GA

Past

August 6, 2009 - October 13, 2014

CAPITAL INVESTMENT GROUP, INC.

CRD#: 14752

MARIETTA, GA

Past

December 5, 2006 - October 15, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

ATLANTA, GA

Past

November 16, 2006 - October 15, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

ATLANTA, GA

Past

March 28, 2002 - June 26, 2002

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

March 28, 2002 - December 16, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

May 30, 2000 - February 28, 2002

INVESCO DISTRIBUTORS, INC.

CRD#: 7369

HOUSTON, TX

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".

BEY-DOUGLAS, LLC INVESTMENT COUNSEL

BEY DOUGLAS LLC INVESTMENT COUNSEL | BEY-DOUGLAS, LLC INVESTMENT COUNSEL | BEY-DOUGLAS, LLC

CRD#: 108856 / SEC#: 801-126175

RIA

Registered Investment Advisory firm - (7/22/2022 Approved)

Connecticut

Registered Investment Advisory firm - (7/28/2022 Terminated)

Georgia

Registered Investment Advisory firm - (7/26/2022 Terminated)

Texas

Registered Investment Advisory firm - (7/25/2022 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

Georgia
(7/28/2010)

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 65

Date: 11/30/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/1/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/13/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/3/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/26/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BEY-DOUGLAS, LLC INVESTMENT COUNSEL

BEY DOUGLAS LLC INVESTMENT COUNSEL | BEY-DOUGLAS, LLC INVESTMENT COUNSEL | BEY-DOUGLAS, LLC

CRD#: 108856 / SEC#: 801-126175

RIA

Registered Investment Advisory firm - (7/22/2022 Approved)

Connecticut

Registered Investment Advisory firm - (7/28/2022 Terminated)

Georgia

Registered Investment Advisory firm - (7/26/2022 Terminated)

Texas

Registered Investment Advisory firm - (7/25/2022 Terminated)

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Contact information

Main Address

1640 Powers Ferry Rd. Bldg 22-200, Marietta, GA 30067

Mailing Address

Phone number

(770) 858-0001

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BEY-DOUGLAS WRAP PROGRAM BROCHURE (3/28/2025)

BEY-DOUGLAS ADV BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	374
AUM (Assets Under Management)	$ 154,800,000

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

Edward R. Moore

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Rutledge Moore JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPITAL INVESTMENT GROUP, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

INVESCO DISTRIBUTORS, INC.

Primary Firm SEC Registration

BEY-DOUGLAS, LLC INVESTMENT COUNSEL

State Registrations and Notice Filings

Exams

Series 65

Date: 11/30/2006

Series 63

Date: 6/1/2000

SIE

Date: 10/13/2014

Series 7

Date: 8/3/2004

Series 6

Date: 5/26/2000

Current Firm

BEY-DOUGLAS, LLC INVESTMENT COUNSEL

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BEY-DOUGLAS, LLC INVESTMENT COUNSEL

TRUST BUT VERIFY

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