Amanda G. Moon
Professional Summary
Amanda G. Moon, who also goes by Amanda Gayle Hammer, Amanda Gayle Moon, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Covington, Kentucky and FIDELITY BROKERAGE SERVICES LLC located in Covington, Kentucky. Amanda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Amanda has worked at 5 firms and has passed the Series 66, SIE, Series 7, Series 9 and...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Amanda Gayle Hammer, Amanda Gayle Moon
Similar Advisors
PFS INVESTMENTS INC.
UNION CAPITAL COMPANY
INSPIRE ADVISORS, LLC
Videos & Posts
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Similar Advisors
PFS INVESTMENTS INC.
UNION CAPITAL COMPANY
INSPIRE ADVISORS, LLC
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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PFS INVESTMENTS INC.
UNION CAPITAL COMPANY
INSPIRE ADVISORS, LLC
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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PFS INVESTMENTS INC.
UNION CAPITAL COMPANY
INSPIRE ADVISORS, LLC
Years of Experience
8 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
PFS INVESTMENTS INC.
UNION CAPITAL COMPANY
INSPIRE ADVISORS, LLC
Current Firm
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
Contact Information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698Phone Number
(617) 563-7000# of Employees
17,112SEC notice filing (52 States and Territories)
Registered to provide investment advisory services in 52 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2,973,512AUM (Assets Under Management)
$1,370,125,325,211Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/21/2026 | Cover Page | Report |
| 09/24/2025 | Cover Page | Report |
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PFS INVESTMENTS INC.
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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.
The advisor shows no other business activity.
Similar Advisors
PFS INVESTMENTS INC.
UNION CAPITAL COMPANY
INSPIRE ADVISORS, LLC
Primary Firm SEC Registration
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
State Registrations and Notice Filings
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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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 9 — General Securities Sales Supervisor - Options Module Examination
Passed Sep 2025About the Series 9 examSeries 10 — General Securities Sales Supervisor - General Module Examination
Passed Jul 2025About the Series 10 examSRO Registrations
SRO Registrations
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PFS INVESTMENTS INC.
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CRS (Client Relationship Summary) - RIA
Click below to view Amanda G. Moon's CRS (Customer Relationship Summary).
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PFS INVESTMENTS INC.
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