Daniel Matthew Moore

Employer firm

Brighton Jones LLC CRD 108601

$18.9B regulatory AUM 350 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 09/2016 → 11/2020
  Fidelity Brokerage Services Llc
  Chicago, IL
• 07/2018 → 11/2020
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 09/2016 → 07/2018
  Strategic Advisers Llc
  Boston, MA
• 12/2020 → 07/2024
  Tiaa
  Evanston, IL
• 12/2020 → 07/2024
  Tiaa Cref Individual & Institutional Services, Llc
  Evanston, IL
• 08/2024 → 03/2025
  Savvy
  Plainfield, IL
• 03/2025 → Present
  Brighton Jones
  Chicago, IL

Previous Registrations

• 2024-08-23 → 2025-03-20
  Savvy
  Plainfield, IL
  New York, NY
• 2020-12-23 → 2024-07-26
  Tiaa-Cref Individual & Institutional Services, Llc
  Evanston, IL
  Plainfield, IL
• 2018-07-13 → 2020-11-05
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2016-09-27 → 2018-07-13
  Strategic Advisers Llc
  Chicago, IL
  Evanston, IL
• 2013-05-13 → 2016-08-22
  Pnc Wealth Management Llc
  Riverside, IL
  Evanston, IL
  Park Ridge, IL
  Skokie, IL
  Skokie, IL
  Skokie, IL
  Chicago, IL
  Glenview, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Evanston, IL
• 2012-05-08 → 2013-05-08
  Equitable Advisors, Llc
  Oswego, IL
  Oak Brook, IL
  Oak Brook, IL

Exams

• S66 Uniform Combined State Law Examination
  2012-01-17

Designations

• Certified Financial Planner

Other Names

• Daniel M Moore
• Dan M Moore