HM
Hylan C. Moises
DARDEN WEALTH GROUP
ANN ARBOR, MI 48104
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CRD#: 4855954
HM
Hylan Charles MoisesDARDEN WEALTH GROUP
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.
At a Glance
Always Fiduciary
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.
1. The Sovereign Group, LLC; owner; entity created for securities business, as of 05/06/2008, 0% of time spent during business hours, conducted from branch location, investment related. 2. Times 3 Ventures, LLC, member, as of 08/01/2011, 0% of time spent during business hours, not conducted at branch location, not investment related 3. Disciplined Investors, LLC; Owner of real estate holding company, as of 05/15/2012, 1% of time spent during business hours, conducted at branch office, not investment related. Disciplined Investors LLC manages and leases office space in a building located at 415 Detroit Street, Ann Arbor, MI 48104. The business address for Disciplined Investors LLC is also located at 415 Detroit Street, Ann Arbor, MI 48104. 4. Madison Park Ventures, LLC, owner of real estate holding company, as of 06/10/2013, 0% of time spent during business hours, not conducted at branch, not investment related. Madison Park Ventures LLC business address is 2699 Lowell Road, Ann Arbor, MI 48103. This LLC manages and leases commercial and retail business suites at two properties located at 4214 and 4216 East Madison Street in Seattle, WA 98112.
CRS (Client Relationship Summary) - RIA
Click below to view Hylan Charles Moises's 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®
NoneExperience
Current
July 18, 2022 - Present
DARDEN WEALTH GROUP
Office #1: 415 Detroit St. Ste 100, Ann Arbor, MI 48104RIA
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
BD
CRD#: 8032
ANN ARBOR, MI
Past
November 5, 2004 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
November 5, 2004 - January 16, 2007
AMERIPRISE FINANCIAL SERVICES, LLC
BD
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".
DW
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)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)
Exams
What does exam status mean?
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
DW
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)Loading...
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
5
SEC notice filing (12 States and Territories)
Documents
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.
