Sterling Tyler Moore

Employer firm

Cibc Private Wealth Advisors, Inc. CRD 109644

$67.8B regulatory AUM 2,160 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 11/2015 → 08/2017
  Forethought Distributors, Llc
  Simsbury, CT
• 11/2015 → 08/2017
  Global Atlantic Financial Company
  Simsbury, CT
• 08/2017 → 04/2018
  Massachusetts Mutual Life Insurance Company
  Walnut Creek, CA
• 10/2017 → 04/2018
  Mml Investors Services
  Walnut Creek, CA
• 04/2018 → 01/2022
  Brinker Capital
  Berwyn, PA
• 01/2022 → 01/2024
  Orion Portfolio Solutions
  Omaha, NE
• 01/2024 → Present
  Cibc World Markets Corp.
  San Francisco, CA

Previous Registrations

• 2023-01-26 → 2024-01-31
  Orion Portfolio Solutions, Llc
  Lafayette, CA
  Omaha, NE
• 2022-01-19 → 2023-01-06
  Orion Portfolio Solutions, Llc
  Berwyn, PA
  Omaha, NE
• 2020-10-19 → 2021-12-31
  Orion Portfolio Solutions, Llc
  Lafayette, CA
  Omaha, NE
• 2018-04-27 → 2020-10-16
  Brinker Capital Inc
  Lafayette, CA
  Berwyn, PA
• 2018-01-25 → 2018-04-19
  Mml Investors Services, Llc
  Walnut Creek, CA
• 2010-06-07 → 2012-06-28
  Invesco Advisers, Inc.
  Atlanta, GA
• 2004-04-22 → 2010-06-03
  Van Kampen Advisors Inc
  Lafayette, CA
  Oakbrook Terrace, IL

Other Businesses

Lollipop Honey Company: not investment related, Owner since 2018, 6 hours a month selling honey and bees plus beekeeping duties. S&C's Honey Bees: not investment related, Owner since 2018, 6 hours a month selling honey plus beekeeping duties.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-03-29
• S63 Uniform Securities Agent State Law Examination
  1995-08-29