Michael Dylan Moon

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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

• 06/2021 → 12/2024
  Florida Atlantic University
  Boca Raton, FL
• 07/2019 → 06/2021
  Winn Dixie
  St Johns, FL
• 07/2021 → 07/2024
  Publix
  Ponte Vedra / Boca Raton, FL
• 11/2023 → Present
  Feller Financial Services
  Boca Raton, FL
• 08/2014 → 05/2021
  Full Time Education-Ponte Vedra High School/Valley Ridge Academy
  Ponte Vedra, FL
• 11/2023 → 02/2025
  Cetera Advisor Networks
  El Segundo, CA
• 02/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: FELLER FINANCIAL SERVICES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 11/2023 POSITION/TITLE/RELATIONSHIP: CLIENT SERVICES ASSOCIATE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 35 BRIEF DESCRIPTION OF DUTIES: ASSISTING ADVISORS WITH DAY-TO-DAY ACTIVITIES, DATA ENTRY, HELPING ADVISORS PREPARE FOR MEETINGS AND REVIEWS;

Exams

• S66 Uniform Combined State Law Examination
  2025-05-20