Christy Olivia Moore

Employer firm

Stewardship Wealth Management Solutions CRD 322851

$153M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 01/2016 → 12/2016
  Panera Bread
  Niles, OH
• 04/2016 → 01/2018
  Outback Steakhouse
  Niles, OH
• 02/2018 → 03/2019
  Outback Steakhouse
  Norwalk, CA
• 11/2018 → 03/2019
  Buffalo Exchange
  Fullerton, CA
• 03/2018 → 02/2022
  Julie Borba
  Artesia, CA
• 06/2021 → 02/2022
  New Life Preschool
  Norwalk, CA
• 02/2022 → Present
  Stewardship Wealth Management Solutions
  Huntington Beach, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-26

Other Names

• Christy Olivia Schlegel