Matthew R. Moore
Professional summary
Matthew R Moore, who also goes by Matthew Moore, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Centennial, Colorado.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Matthew has worked at 5 firms and has passed the Series 65, Series 63, Series 82TO, SIE, Series 22 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew R Moore's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 11, 2026 - Present
CREATIVEONE WEALTH, LLC
Office #1: 7200 S Alton Way Suite A-230, Centennial, CO 80112October 10, 2023 - November 19, 2024
EASTERLY SECURITIES LLC
January 10, 2020 - October 6, 2023
FDX CAPITAL LLC
August 23, 2018 - June 6, 2019
FDX CAPITAL LLC
July 17, 2018 - August 20, 2018
G.F. INVESTMENT SERVICES, LLC
August 22, 2014 - June 8, 2018
JACKSON NATIONAL LIFE DISTRIBUTORS LLC
Primary Firm SEC Registration
CREATIVEONE WEALTH, LLC
CRD#: 281213 / SEC#: 801-106677
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/11/2026)
Exams
Series 82TO
Date: 12/27/2023
Limited Representative-Private Securities OfferingsCurrent Firm
CREATIVEONE WEALTH, LLC
CRD#: 281213 / SEC#: 801-106677
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 29,437 |
| AUM (Assets Under Management) | $ 4,828,907,475 |
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.
