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Shayon Moore

19 Years of Experience
Atlanta, GA
3 DisclosuresBroker

Shayon Moore is a registered investment advisor at Truist Advisory Services, INC., based in Atlanta, GA, with 19 years of industry experience. Shayon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 129,307 clients with $77B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1974 advisors
Number of Clients
129,307 clients
Average Client Portfolio
$599K average
Assets Under Management
$77.4B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.25%
$100K - $250K2.20%
$250K - $500K2.15%
$500K - $1.0M2.00%
$1.0M - $2.0M1.85%
$2.0M - $5.0M1.75%
$5.0M - $10.0M1.65%
$10.0M - $25.0M1.50%
$25M+1.45%

Fees are negotiable and billed quarterly in arrears. AMC Advantage Program charges a separate program fee up to 2.25% plus third-party manager fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

303 Peachtree St, Ne, Fl 15, Atlanta, GA, 30308

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History

Regulatory History (3)
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Financial
October 2025
Pending
Judgment / Lien
September 2023
Judgment / Lien
October 2021
Other Business Activities

Shayon is a member of 151 Investments LLC and Perfect Pix 360 LLC, both party and event equipment rental businesses, dedicating about 10-20% of his time and a few hours per week, respectively. These activities are not investment-related.

Employment History
Current Registrations
Truist Advisory Services, INC.
September 2016 - Present · 10 yrs 1 mo
Truist Investment Services, INC.
April 2015 - Present · 11 yrs 6 mos
Truist Investment Services, INC.Broker
April 2015 - Present · 11 yrs 6 mos
Previous Registrations
Suntrust Investment Services, INC.
October 2015 - December 2016 · 1 yr 2 mos
E*trade Securities LLCBroker
November 2006 - April 2015 · 8 yrs 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
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