HM
Harley T. Moore
WHITTIER ADVISORS
Los Angeles, CA 90025
CRD#: 8100314
Some features on this profile are disabled
HM
Harley Travis MooreWHITTIER ADVISORS
Professional summary
Harley Travis Moore is a registered financial advisor currently at WHITTIER ADVISORS, LLC located in Los Angeles, California.
Harley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Harley has worked at 1 firm .
Question & Answer
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Harley Travis 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®
NoneExperience
Current
June 11, 2025 - Present
WHITTIER ADVISORS, LLC
Office #1: 11100 Santa Monica Blvd Suite 1700, Los Angeles, CA 90025RIA
CRD#: 318024
Los Angeles, CA
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".
WA
WHITTIER ADVISORS, LLC
BELRIDGE ADVISORS, LLC | WHITTIER ADVISORS, LLC
CRD#: 318024 / SEC#: 801-126237
RIA
Registered Investment Advisory firm - (7/28/2022 Approved)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
California(6/11/2025)
IAR
Nevada(6/12/2025)
Exams
Current Firm
WA
WHITTIER ADVISORS, LLC
BELRIDGE ADVISORS, LLC | WHITTIER ADVISORS, LLC
CRD#: 318024 / SEC#: 801-126237
RIA
Registered Investment Advisory firm - (7/28/2022 Approved)Loading...
Contact information
Main Address
4695 Macarthur Court Suite 1500, Newport Beach, CA 92660
Mailing Address
Phone number
(949) 341-4250
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14 |
| AUM (Assets Under Management) | $ 1,475,040,057 |
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.
