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Trevor Darrell Moore

Fortitude Family Office

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About Trevor Darrell Moore

Trevor Darrell Moore is a registered investment advisor representative with Fortitude Family Office in Scottsdale, Arizona. Trevor has been in the financial services industry since 2013 and previously worked with Vanguard Marketing Corporation in Scottsdale. Trevor holds the Series 6, 63, and 65 licenses. Trevor is also a registered investment advisor representative in California. Trevor specializes in family office and wealth management services, business management, philanthropic services, financial planning, and portfolio management for individuals, businesses, and pooled investment vehicles.

Firm Information

Trevor Moore is currently registered with Fortitude Family Office. Fortitude Family Office is a Scottsdale, Arizona-based wealth management firm that provides a range of services including family office services, business management, and philanthropic services. They manage approximately $640.9 million in assets for high net worth individuals, pooled investment vehicles, and individuals other than high net worth.
Fortitude Family Office

8901 E. PIMA CENTER PARKWAY

SCOTTSDALE, AZ 85258

$640.90M

Assets Under Management

Not reported

Total Clients

10

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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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.

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family office & wealth management services, business management, philanthropic services

Family office & wealth management services, business management, philanthropic 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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Trevor Moore’s Registration & Firm History

AZ

03/14/2023 - Present

Fortitude Family Office (SCOTTSDALE AZ)

AZ

09/26/2013 - 04/04/2014

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 10/02/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/11/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/26/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Trevor Darrell Moore.
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