Brian D Moore
Financial advisor at Corient Private Wealth LP · Salt Lake City, UT
Last updated 2026-10-10
Claim your profileBrian D Moore is a financial advisor at Corient Private Wealth LP in Salt Lake City, UT, CRD 2800234. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 1997-08-28.
Registration
- CRD number
- 2800234
- Registration status
- Active
- IAPD registration
- 1997-08-28
- Industry Experience
- 29 years
- Work Experience
- 24 years
- States registered
- UT
Licenses and exams
- Series 63
- Series 65
Work history
- 2017-04 to 2024-01 · Lpl Financial, LLC · Salt Lake City, UT
- 2024-01 to Present · Corient · Salt Lake City, UT
- 2024-01 to Present · Corient Services LLC · Miami, FL
- 2002-06 to 2017-03 · Zions Direct · Salt Lake City, UT
Current employment
- Corient · Miami, FL
Corient Private Wealth LP
- Regulatory AUM
- $165,252,436,553
- Registered advisors
- 674
- Offices
- 144
- Clients per advisor
- 39.4 (Low)
- Average AUM per client
- $6.2M (Moderate)
- High-net-worth client ratio
- 73.6% (High)
Corient Private Wealth LP: advisors, services and reported ETF investments
About
Brian D Moore is a financial advisor at Corient, operating as Corient Private Wealth LP in Salt Lake City, UT. Reported securities licenses include Series 63 and Series 65. The latest record indicates 29 years of industry experience and 24 years of reported work history. Reported roles include Corient Services LLC, Lpl Financial, LLC, Zions Direct.
Corient Private Wealth LP's firm-level Form ADV reports 674 advisors across 144 offices; approximately 39.4 clients per advisor, average assets per client of $6,215,769, and regulatory AUM of $165.3B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Investment companies, Pension and profit-sharing plans, Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $24.7B across 662 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Brian D Moore personally.
Reported ETF positions
Corient Private Wealth reports 662 ETF positions worth $24.7B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $3B |
| VEA — Vanguard FTSE Developed Markets ETF | $2.1B |
| VOO — Vanguard S&P 500 ETF | $1.7B |
| SPY — SPDR S&P 500 ETF TRUST | $1B |
| VTI — Vanguard Morningstar Total Stock Market ETF | $693.7M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Corient Private Wealth's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | PVAL — Putnam Focused Large Cap Value ETF | $66.9M | Top 99.7% | Peer conviction 84.8% · Active return +5.55% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $3B | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | PRF — Invesco RAFI US 1000 ETF | $31.5M | Top 99.5% | Residual alpha +1.89% · Residual Sharpe 0.11 |
| Diversification Benefits | VBIL — Vanguard 0-3 Month Treasury Bill ETF | $17.8M | Top 99.7% | Replicability (R²) 20.7% · Residual Sharpe 2.33 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Corient Private Wealth LP on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Market Timing Services
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Engaged in Other Business
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Trust Company
- Accountant or Accounting Firm
- Lawyer or Law Firm
- Insurance Company or Agency
- Sponsor or Syndicator of Limited Partners
- Sponsor or GP of Pooled Investment Vehicl
Location
36 South State Street, Salt Lake City, UT 84111
3 advisors at this office.
Contact
The firm's filed contact details.
- Phone: (305) 735-2020
- Website: corient.com
- Youtube
Official record
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