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Danny Lee Moore

EPG Wealth Management LLC

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About Danny Lee Moore

Danny Moore is a financial advisor with EPG Wealth Management LLC. Danny has been in the industry since 1995 and has worked with a variety of clients, including high-net-worth individuals, charitable organizations, and corporations. Danny holds the Series 7, Series 63, and Series 65 licenses. Danny is a registered Investment Advisor Representative in Florida.

Firm Information

Danny Moore is currently registered with EPG Wealth Management LLC. EPG Wealth Management LLC is an investment advisor registered with the SEC and located in Atlanta, GA. They manage over $642 million in assets for a range of clients including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. They offer financial planning, portfolio management for individuals, and pension consulting services.
EPG Wealth Management LLC

309 EAST PACES FERRY RD NE

ATLANTA, GA 30305

$642.64M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Danny Moore’s Registration & Firm History

FL

01/01/2025 - Present

EPG Wealth Management LLC (Amelia Island FL)

FL

01/10/2017 - 12/31/2023

ARKADIOS CAPITAL (Amelia Island FL)

GA

05/20/2009 - 01/24/2017

TRIAD ADVISORS, INC. (ATLANTA GA)

GA

08/03/2007 - 05/27/2009

LPL FINANCIAL CORPORATION (ATLANTA GA)

GA

04/02/2007 - 08/06/2007

MORGAN STANLEY & CO., INCORPORATED (ATLANTA GA)

GA

05/15/2001 - 04/02/2007

MORGAN STANLEY DW INC. (ATLANTA GA)

NJ

02/09/1999 - 05/24/2001

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

CA

10/02/1995 - 08/19/1997

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

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Licenses & Designations

BC

Issued 02/24/1999

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/01/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/29/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Danny Lee Moore.
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