Hylan C. Moises

DARDEN WEALTH GROUP

Ann Arbor, MI 48104

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CRD#: 4855954

Professional summary

Hylan Charles Moises, who also goes by Hylan Moises, is a registered financial advisor currently at DARDEN WEALTH GROUP located in Ann Arbor, Michigan.

Hylan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Hylan has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Hylan Moises

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 Hylan Charles Moises'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 18, 2022 - Present

DARDEN WEALTH GROUP

Office #1: 415 Detroit St. Ste 100, Ann Arbor, MI 48104

RIA

CRD#: 294926

Ann Arbor, MI

Past

October 20, 2010 - June 30, 2022

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

ANN ARBOR, MI

Past

January 5, 2007 - June 30, 2022

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

ANN ARBOR, MI

Past

November 5, 2004 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

November 5, 2004 - January 16, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

ANN ARBOR, MI

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".

DARDEN WEALTH GROUP

DARDEN WEALTH GROUP | DARDEN WEALTH GROUP, LLC | DARDEN WEALTH GROUP, INC

CRD#: 294926 / SEC#: 801-120167

RIA

Registered Investment Advisory firm - (1/15/2021 Approved)

Michigan

Registered Investment Advisory firm - (1/28/2021 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

Michigan
(7/18/2022)

IAR

Texas
(7/21/2022)

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 66

Date: 10/6/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/4/2004

General Securities Representative Examination

Current Firm

DARDEN WEALTH GROUP

DARDEN WEALTH GROUP | DARDEN WEALTH GROUP, LLC | DARDEN WEALTH GROUP, INC

CRD#: 294926 / SEC#: 801-120167

RIA

Registered Investment Advisory firm - (1/15/2021 Approved)

Michigan

Registered Investment Advisory firm - (1/28/2021 Terminated)

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Contact information

Main Address

415 Detroit St. Ste 100, Ann Arbor, MI 48104

Mailing Address

Phone number

(734) 294-0100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DWG ADV 2A BROCHURE (2/12/2026)

Regulatory assets under management

Total Number of Accounts	1,151
AUM (Assets Under Management)	$ 379,556,400

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

Hylan C. Moises

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hylan Charles Moises's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

DARDEN WEALTH GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 10/6/2010

SIE

Date: 10/1/2018

Series 7

Date: 11/4/2004

Current Firm

DARDEN WEALTH GROUP

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DARDEN WEALTH GROUP

TRUST BUT VERIFY

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