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Matthew Sanderson Moore

Verdence Capital Advisors, LLC

Hunt Valley, MD

CRD 1848803

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Employer firm

Verdence Capital Advisors, LLC CRD 288512

$4.63B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
Verdence Capital Advisors, Llc

50 Schilling Road Suite 300, Hunt Valley, MD 21031 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2017-06-26
  • MD RA
    APPROVED
    Since 2017-06-26

Branch Locations

50 Schilling Road Suite 300, Hunt Valley, MD 21031 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hightower Advisors, Llc Hunt Valley MD 01/2013 06/2017
Hightower Securities, Llc Hunt Valley MD 01/2013 06/2017
Verdence Capital Advisors, Llc Hunt Valley MD 06/2017 Present
Previous Registrations
Other Businesses

Hunt Valley Partners. Investment Related. 50 Schilling Rd, Ste 300, Hunt Valley, MD 21031. Investment Partnership. Partner. 08/2014. 1 Hr/Mo; 0 During Trading Hours. Strictly an Investor Only. For personal investment purposes only.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-08-16
S63 Uniform Securities Agent State Law Examination 1991-03-19
  • S65 Uniform Investment Adviser Law Examination
    1994-08-16
  • S63 Uniform Securities Agent State Law Examination
    1991-03-19

View on SEC IAPD

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