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Edward Rutledge Moore

BEY-Douglas, LLC Investment Counsel

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About Edward Rutledge Moore

Edward Rutledge Moore is a registered Investment Advisor Representative with Bey-Douglas, LLC Investment Counsel. Edward has been in the financial services industry since 2000. Edward is a Chartered Financial Analyst and has a Series 6, 7, 63, and 65 licenses. Edward has experience working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals other than high-net-worth. Edward specializes in providing financial planning, portfolio management for individuals, and selection of other advisors.

Firm Information

Edward Moore is currently registered with BEY-Douglas, LLC Investment Counsel. BEY-Douglas, LLC Investment Counsel is an investment advisor registered with the SEC. The firm, located in Marietta, GA, manages over $133 million in assets for a variety of clients, including individuals, corporations, charitable organizations, and pension plans. They provide portfolio management services, including pension consulting, and selection of other advisors.
BEY-Douglas, LLC Investment Counsel

1640 POWERS FERRY RD.

MARIETTA, GA 30067

$133.88M

Assets Under Management

Not reported

Total Clients

3

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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percentage of assets

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

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Edward Moore’s Registration & Firm History

GA

07/28/2010 - Present

BEY-Douglas, LLC Investment Counsel (MARIETTA GA)

GA

08/06/2009 - 10/13/2014

CAPITAL INVESTMENT GROUP, INC. (MARIETTA GA)

GA

11/16/2006 - 10/15/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)

MN

03/28/2002 - 12/16/2004

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

03/28/2002 - 06/26/2002

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

TX

05/30/2000 - 02/28/2002

A I M DISTRIBUTORS, INC. (HOUSTON TX)

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Licenses & Designations

IA

Issued 11/30/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/01/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/13/2014

SIE - Securities Industry Essentials Examination

BC

Issued 08/03/2004

Series 7 - General Securities Representative Examination

BC

Issued 05/26/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Edward Rutledge Moore.
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