Matthew Oakley Moore

Employer firm

Nye Street Partners LLC CRD 316056

$9.98M regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• FINANCIAL ADVISORY AND FAMILY OFFICE SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2003 → 11/2017
  The Ayco Company, L.P./Mercer Allied
  Saratoga Springs, NY
• 01/2019 → 08/2021
  Shade Tree Advisors Llc
  Saratoga Springs, NY
• 11/2017 → 01/2019
  Bender Lane Advisory
  Albany, NY
• 07/2021 → Present
  Nye Street Partners Llc
  Saratoga Springs, NY
• 06/2024 → Present
  Optifino
  New York, NY
• 07/2024 → 12/2025
  The Leaders Group Inc
  Littleton, CO

Other Businesses

1.) OPTIFINO - 6/1/2024 - 17 State Street, New York, NY 10004 - Wholesaler, Working with Lifewize on a referral basis, Not Invt Rel, Insurance business, 40 hrs/mo; 40 hrs/mo (during trading hours). 2.) NYE STREET PARTNERS - 8/1/2021 - 18 Division Street, Suite 301, Saratoga Springs, NY 12866 - Managing member, Advise ultra high net worth client/manage the family office practice, Invt Rel, Multifamily RIA, 40 hrs/mo; 1 hr/mo (during trading hours).

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-11-04