Shane Moore is a registered investment advisor, based in Palo Alto, CA, with 11 years of industry experience.
Location
261 Hamilton Ave., Palo Alto, CA, 94301
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Wealthfront Brokerage LLC
June 2017 - Present · 8 yrs 11 mos
Wealthfront Advisers LLC
June 2017 - Present · 8 yrs 11 mos
Wealthfront Brokerage LLCBroker
June 2017 - Present · 8 yrs 11 mos
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
March 2015 - June 2017 · 2 yrs 3 mos
National Planning CorporationBroker
March 2015 - June 2017 · 2 yrs 3 mos
Waddell & Reed
July 2014 - February 2015 · 7 mos
Waddell & ReedBroker
June 2014 - February 2015 · 8 mos
State Registrations1 state
CA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.