Rex Moar

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 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:

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

Current Employers

Employment History

• 05/2021 → 12/2023
  Money Concepts Capital Corp.
  Palm Beach Gardens, FL
• 04/2024 → Present
  Equitable Advisors, Llc
  New York, NY
• 12/2023 → 04/2024
  Unemployed
  Alamo, CA
• 01/2014 → 05/2021
  Retired
  Alamo, CA

Previous Registrations

• 2021-07-19 → 2023-12-19
  Money Concepts Capital Corp
  Alamo, CA
  Palm Beach Gardens, FL
  Palm Beach Gardens, FL
  Alamo, CA

Other Businesses

1. Moar Irrevocable TrustTrustee of TrustRelationship - SonStart Date 11/22/2019Power of Attorney for parents 2. Various Outside Insurance Companies

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-07-25
• S65 Uniform Investment Adviser Law Examination
  2021-07-19

Other Names

• Rex Allen Moar