Chloe Alethea Moore
CFP®Professional Summary
Chloe Alethea Moore, CFP® is a registered financial advisor currently at FINANCIAL STAPLES located in Atlanta, Georgia. Chloe is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Chloe has worked at 4 firms and has passed the Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Tax Planning
- Financial Planning
- Business Services
- Investment Management
Specializations
Biography
Away from the office, you can find me exploring new restaurants, trying new recipes, listening to live music, or traveling. Every Saturday in the fall, I'm either glued to a television or in a stadium watching college football. My favorite team is my alma mater, The University of Alabama.
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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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
Years of Experience
22 years in the financial services industry
Current & Past Employments
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Current Firm
FINANCIAL STAPLES | FINANCIAL STAPLES, LLC
Contact Information
Main Address
Atlanta, GAMailing Address
2020 Howell Mill Road Suite D-318, Atlanta, GA 30318Phone Number
(770) 742-8609# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
78AUM (Assets Under Management)
$17,738,901Similar Advisors
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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.
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State Registrations and Notice Filings
(5/15/2023)
(8/16/2016)
(2/22/2018)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Chloe Alethea Moore's CRS (Customer Relationship Summary).
Services Offered by Chloe
- Tax Planning
- Financial Planning
- Business Services
- Investment Management
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