Stephen Kyle Moore

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

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

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

Current Employers

Employment History

• 08/2024 → 05/2025
  Holmes Community College
  Goodman, MS
• 07/2022 → 12/2024
  Germantown High School
  Madison, MS
• 08/2017 → 05/2022
  University Of Georgia Hugh Hodgson School Of Music
  Athens, GA
• 08/2012 → 05/2017
  Full Time Education
  Hattiesburg, MS
• 06/2025 → 03/2026
  Charles Schwab & Co., Inc.
  Westlake, TX
• 06/2022 → 06/2022
  Unemployed
  Athens, GA
• 06/2017 → 07/2017
  Unemployed
  Madison, MS
• 03/2026 → Present
  Fisher Investments
  Plano, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-15
• S63 Uniform Securities Agent State Law Examination
  2025-10-08