CM
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Corey Moon

2 Years of Experience
New York, NY
Broker

Corey Moon is a registered investment advisor at Zoe Financial, INC., based in New York, NY, with 2 years of industry experience. Corey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 79 clients.

Compensation
N/A
Firm Size
11 advisors
IM Fee
Planning only

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

666 Third Ave., 6th Floor, New York, NY, 10017

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History

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.

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Employment History
Current Registrations
Zoe Financial, INC.
October 2025 - Present · 7 mos
Zoe Securities LLCBroker
October 2025 - Present · 7 mos
Previous Registrations
Equitable Advisors, LLC
November 2023 - September 2025 · 1 yr 10 mos
Equitable Advisors, LLCBroker
October 2023 - September 2025 · 1 yr 11 mos
State Registrations1 state
NY
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.