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Matthew Edward Moses

Oneascent Financial Services LLC

Birmingham, AL

Maumee, OH

CRD 5836241

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Employer firm

Oneascent Financial Services LLC CRD 284549

$3.54B regulatory AUM 15 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Oneascent Financial Services Llc

100 Grandview Place Suite 200, Birmingham, AL 35243 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-01-02
  • OH RA
    APPROVED
    Since 2024-01-02

Branch Locations

100 Grandview Place Suite 200, Birmingham, AL 35243 • United States

1700 Woodlands Dr., Maumee, OH 43537 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Camelot Portfolios, Llc Maumee OH 04/2010 08/2022
Oneascent Financial Services Llc Maumee OH 08/2022 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-09-09
  • S65 Uniform Investment Adviser Law Examination
    2011-09-09
Other Names
  • Matthew E Moses

View on SEC IAPD

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