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Kevin C Moody

Eaglestone Wealth Advisors, Inc.

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About Kevin C Moody

Kevin C Moody is a registered investment advisor representative with Eaglestone Wealth Advisors, Inc., where Kevin has been employed since January 2022. Prior to Eaglestone Wealth Advisors, Inc., Kevin was employed at DAI SECURITIES, LLC in Olney, MD from January 2022 to May 2023. Kevin C Moody is also a registered representative with Eaglestone Wealth Advisors, Inc. and holds the Series 66, Series 7 and SIE exams. Kevin specializes in providing financial planning, portfolio management for individuals and selection of other advisors.

Firm Information

Kevin Moody is currently registered with Eaglestone Wealth Advisors, Inc.. Eaglestone Wealth Advisors, Inc. is a Rockville, MD-based Registered Investment Advisor (RIA) with approximately $193,836,714 in regulatory assets under management. The firm offers financial planning, portfolio management for individuals, pension consulting, and selection of other advisors. Eaglestone Wealth Advisors primarily serves individuals, pension and profit-sharing plans, and high-net-worth individuals.
Eaglestone Wealth Advisors, Inc.

1101 WOOTTON PARKWAY

ROCKVILLE, MD 20852

$193.84M

Assets Under Management

Not reported

Total Clients

5

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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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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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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other

Consulting fees

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Kevin Moody’s Registration & Firm History

MD

01/27/2022 - Present

Eaglestone Wealth Advisors, Inc. (ROCKVILLE MD)

MD

01/19/2022 - 05/25/2023

DAI SECURITIES, LLC (Rockville MD)

MD

07/18/2017 - 01/18/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OLNEY MD)

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Licenses & Designations

BOTH

Issued 08/23/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/18/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin C Moody.
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