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Kristopher David Moody

Baron Silver Stevens Financial Advisors, LLC

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About Kristopher David Moody

Kristopher Moody is a financial advisor at Baron Silver Stevens Financial Advisors, LLC, a firm based in Boca Raton, Florida. Kristopher has over 13 years of experience in the financial services industry. Kristopher is registered with the state of Florida and Texas as a Registered Investment Advisor. Kristopher is also registered with FINRA as a Registered Representative. Kristopher holds the Series 66, Series 7 and SIE licenses.

Firm Information

Kristopher Moody is currently registered with Baron Silver Stevens Financial Advisors, LLC. Baron Silver Stevens Financial Advisors, LLC is a financial advisor based in BOCA RATON, FL. The firm offers a variety of advisory services including financial planning, educational seminars, and portfolio management for individuals. They manage over $866 million in assets for 1,644 clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm has 5 licensed agents and 8 investment adviser representatives.
Baron Silver Stevens Financial Advisors, LLC

4800 N. FEDERAL HIGHWAY

BOCA RATON, FL 33431

$866.19M

Assets Under Management

5

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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other

Shares in fees charged by third party money managers

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Kristopher Moody’s Registration & Firm History

FL

10/12/2023 - Present

Baron Silver Stevens Financial Advisors, LLC (BOCA RATON FL)

OH

01/14/2010 - 05/02/2011

FIRSTMERIT FINANCIAL SERVICES, INC (AKRON OH)

OH

09/24/2009 - 01/14/2010

INVEST FINANCIAL CORPORATION (AKRON OH)

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Licenses & Designations

BOTH

Issued 07/13/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/23/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kristopher David Moody.
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