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Matthew Oakley Moore

NYE Street Partners LLC

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About Matthew Oakley Moore

Matthew Oakley Moore is a financial advisor with Nye Street Partners LLC, a firm based in Saratoga Springs, NY. Matthew has been in the industry since 2004. He is a registered investment advisor (IA) in New York. Matthew is also a Series 7 and Series 63 licensed representative. Prior to joining Nye Street Partners LLC, Matthew worked at Mercer Allied Company, L.P., Bender Lane Advisory and Shade Tree Advisors LLC. Matthew holds a SIE license and is dedicated to providing financial advisory and family office services to clients. Matthew has 6 clients and manages approximately $8,209,169 in assets.

Firm Information

Matthew Moore is currently registered with NYE Street Partners LLC. NYE Street Partners LLC is a registered investment advisor that provides financial advisory and family office services. The firm manages approximately $8.21 million in discretionary assets for 8 clients, including high-net-worth individuals and individuals other than high-net-worth.

$8.21M

Assets Under Management

6

Total Clients

2

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial advisory and family office services

Financial advisory and family office services

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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Matthew Moore’s Registration & Firm History

NY

09/15/2021 - Present

NYE Street Partners LLC (SARATOGA SPRINGS NY)

NY

07/16/2004 - 11/07/2017

MERCER ALLIED COMPANY, L.P. (SARATOGA SPRINGS NY)

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Licenses & Designations

BC

Issued 11/09/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/07/2017

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Oakley Moore.
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