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Jeffrey Scott Moeller

Fisher Investments

Dallas, TX

Plano, TX

CRD 6233575

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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:

Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-10-17
  • TX RA
    APPROVED
    Since 2018-10-17

Branch Locations

Dallas, TX • United States

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • 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
Pnc Investments, Llc Pittsburgh PA 08/2016 10/2018
Pnc Bank, Na Cincinnati OH 08/2016 10/2018
Fisher Investments Plano TX 10/2018 Present
  • 08/2016 → 10/2018
    Pnc Investments, Llc
    Pittsburgh, PA
  • 08/2016 → 10/2018
    Pnc Bank, Na
    Cincinnati, OH
  • 10/2018 → Present
    Fisher Investments
    Plano, TX
Previous Registrations
  • 2016-10-11 → 2018-11-01
    Pnc Wealth Management Llc
    Cincinnati, OH
  • 2015-01-22 → 2016-07-05
    Invest Financial Corporation
    Cincinnati, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-12-23
  • S66 Uniform Combined State Law Examination
    2014-12-23
Other Names
  • Jeffrey Moeller

View on SEC IAPD

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