Zachary Moore
Investment Adviser Representative at Cliftonlarsonallen Wealth Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Zachary Moore is an investment adviser representative with Cliftonlarsonallen Wealth Advisors, LLC in Orlando, FL, where they have been registered since 2025. They have worked in the securities industry since 2021 and were previously registered with Raymond James & Associates, Inc. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 6 (investment company and variable products). They are registered to provide investment advice in Florida.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida
- Broker:
1 state or territory
Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- JPMorgan Chase BankJul 2017 – Apr 2018Worthington, OH
- Lowe's Home ImprovementJul 2016 – Jul 2017Hilliard, OH
- JPMorgan Securities LLCApr 2018 – Dec 2021Dublin, OH
- Raymond James & Associates, Inc.Nov 2024 – Nov 2025Clermont, FL
- JPMorgan Chase BankDec 2021 – Nov 2024Clermont, FL
- CliftonLarsonAllen Wealth Advisors, LLCDec 2025 – no end date reportedOrlando, FL
Official records & sources
Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Cliftonlarsonallen Wealth Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth Advisory, Digital, Audit, Tax, Consulting and Outsourcing
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 97
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Minneapolis, MN
- SEC file number:
- 801-57242
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Zachary Moore has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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