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Sean Moore

22 Years of Experience
Boynton Beach, FL
2 DisclosuresBrokerSells Insurance

Sean Moore is a registered investment advisor, based in Boynton Beach, FL, with 22 years of industry experience.

Location

8198 Jog Road, Suite 104, Boynton Beach, FL, 33472

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History

Regulatory History (2)
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Customer Dispute
July 2014
Settled
Criminal
June 2000
Final Disposition
Other Business ActivitiesSells Insurance

Sean is a Wealth Manager/IAR/Partner at Merit Financial Group, dedicating full-time hours to serving clients. He also works as an insurance agent, providing insurance advice for a few hours per week, and is a notary, spending minimal time on this activity.

Employment History
Current Registrations
Purshe Kaplan Sterling Investments
August 2024 - Present · 1 yr 11 mos
Purshe Kaplan Sterling InvestmentsBroker
August 2024 - Present · 1 yr 11 mos
Merit Financial Advisors
September 2020 - Present · 5 yrs 10 mos
Previous Registrations
LPL Financial LLCBroker
September 2020 - August 2024 · 3 yrs 11 mos
Securities America Advisors, INC.
February 2020 - June 2020 · 4 mos
Securities America, INC.Broker
April 2003 - June 2020 · 17 yrs 2 mos
State Registrations16 states
ALCACOCTFLGAILLAMDNCNJNYORPATNTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Sean Moore - Financial Advisor | TrueAdvisor