Zoe Elizabeth Moore

Employer firm

Ima Advisory Services, Inc. CRD 112091

$3.90B regulatory AUM 192 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

• 08/2023 → 05/2024
  Ubs
  Nashville, TN
• 06/2024 → Present
  Syntrinsic Llc
  San Diego, CA
• 05/2023 → 07/2023
  Unemployed
  Clarksville, TN
• 08/2021 → 05/2023
  Kid'S Place Inc.
  Knoxville, TN
• 03/2021 → 07/2021
  Unemployed
  Clarksville, TN
• 01/2021 → 04/2021
  Chili'S
  Knoxville, TN
• 08/2015 → 05/2019
  Full-Time Education
  Clarksville, TN
• 08/2019 → 05/2023
  Full-Time Education
  Knoxville, TN
• 01/2025 → Present
  Ima Advisory Services
  Denver, CO

Previous Registrations

• 2024-07-15 → 2025-01-03
  Syntrinsic Llc
  San Diego, CA
  Clarksville, TN
  Denver, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-13

Other Names

• Zoe Moore