Kyle A. Moore

CRU WEALTH MANAGEMENT

North Richland Hills, TX

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CRD#: 6486253

Professional summary

Kyle Andrew Moore, CFP® is a registered financial advisor currently at CRU WEALTH MANAGEMENT located in North Richland Hills, Texas and SMARTPATH ADVISORS located in North Richland Hills, Texas.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Kyle has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Investment Planning

Tax Planning

Retirement Income Management

Comprehensive Financial Planni...

Retirement Planning

Debt Management

Insurance Planning

Do you have an area of expertise or specialization?

Fixed Fee (Subscription, Retai...

High Net Worth Client Needs

Investment Advice with Ongoing...

Middle Income Client Needs

Novice Investors

Retirement Planning & Distribu...

Are you a "fiduciary"?

Yes

Aliases

None

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.

Cru Wealth Managmenet Investment-related 7928 Kendra Ln, north richland hills, tx76182 Financial Advisory 07/2021 Cru Tax NOT investment related 7928 kendra ln, north richland hills tx 76182 tax preparer 01/2024

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Andrew Moore'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®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

August 10, 2021 - Present

CRU WEALTH MANAGEMENT

RIA

CRD#: 315476

North Richland Hills, TX

Current

July 3, 2024 - Present

SMARTPATH ADVISORS

RIA

CRD#: 304563

North Richland Hills, TX

Past

June 14, 2022 - June 19, 2024

ORIGIN INVESTMENT ADVISORY LLC

RIA

CRD#: 305353

NORTH RICHLAND HILLS, TX

Past

November 18, 2020 - July 22, 2021

FACET

RIA

CRD#: 285961

Dallas, TX

Past

January 25, 2018 - November 13, 2020

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Dallas, TX

Past

January 25, 2018 - November 13, 2020

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Dallas, TX

Past

January 4, 2017 - January 5, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

WESTLAKE, TX

Past

November 6, 2015 - January 3, 2018

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

WESTLAKE, TX

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

Texas
(8/10/2021)

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: 8/25/2015

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: 7/28/2015

General Securities Representative Examination

Current Firm

CRU WEALTH MANAGEMENT

CRU WEALTH MANAGEMENT | CRU WEALTH MANAGEMENT LLC

CRD#: 315476 / SEC#:

Texas

Registered Investment Advisory firm - (8/9/2021 Approved)

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Contact information

Main Address

North Richland Hills, TX

Mailing Address

Phone number

(817) 398-8834

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	59
AUM (Assets Under Management)	$ 4,042,376

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.

Contact information

(xxx) xxx-xxxx

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Advisor Monitoring

Firm Stability Insights

Kyle A. Moore

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Andrew Moore's CRS (Customer Relationship Summary).

Certified licenses

Experience

SMARTPATH ADVISORS

ORIGIN INVESTMENT ADVISORY LLC

FACET

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/25/2015

SIE

Date: 10/1/2018

Series 7

Date: 7/28/2015

Current Firm

CRU WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CRU WEALTH MANAGEMENT

TRUST BUT VERIFY

Contact information

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