Donte' Ricardo Moore

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 07/2018 → 12/2020
  Amc
  Paramus, NJ
• 09/2020 → 12/2022
  Target Co.
  Paramus, NJ
• 01/2023 → 03/2023
  Northwestern Mutual
  Paramus, NJ
• 03/2018 → 04/2018
  Anthony's Coal Fired Pizza
  Fair Lawn, NJ
• 07/2023 → Present
  Ubs Financial Services, Inc
  Weehawken, NJ
• 09/2019 → 05/2023
  Montclair State University
  Montclair, NJ
• 09/2015 → 06/2019
  Passaic County Technical Institute
  Wayne, NJ

Exams

• S66 Uniform Combined State Law Examination
  2023-10-20

Other Names

• Donte' Ricardo Moore
• Donte Ricardo Moore