Ryan Charles Moore

Employer firm

Mercer Global Advisors Inc. CRD 147363

$84.4B regulatory AUM 87 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 06/2019 → 05/2020
  Axa Advisors, Llc
  New York, NY
• 03/2018 → 08/2018
  Massachusetts Mutual Life Insurance Company
  Kalamazoo, MI
• 09/2015 → 05/2019
  Western Michigan University
  Kalamazoo, MI
• 06/2017 → 08/2017
  Westborn Market
  Berkley, MI
• 05/2017 → 06/2017
  Rove Pest Control
  Novi, MI
• 05/2019 → 05/2019
  Hungry Howies
  Kalamazoo, MI
• 01/2021 → 10/2022
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 01/2021 → 10/2022
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 11/2022 → 11/2025
  Wealthspire Advisors
  San Rafael, CA
• 05/2020 → 01/2021
  National Agents Alliance
  Ann Arbor, MI
• 01/2026 → 03/2026
  Mercer Global Advisors Inc.
  San Francisco, CA
• 03/2026 → Present
  Mercer Global Advisors Inc.
  San Francisco, CA

Previous Registrations

• 2024-09-03 → 2025-11-20
  Wealthspire Advisors
  San Francisco, CA
• 2022-12-05 → 2024-09-11
  Wealthspire Advisors
  San Rafael, CA
• 2021-01-04 → 2022-10-21
  Cambridge Investment Research Advisors, Inc.
  Ann Harbor Way, MI
• 2019-10-30 → 2020-05-14
  Equitable Advisors, Llc
  Kalamazoo, MI

Exams

• S66 Uniform Combined State Law Examination
  2019-10-23

Designations

• Certified Financial Planner

Other Names

• Ryan Moore