Matthew Moore
Financial advisor at Park Avenue Securities LLC · Shrewsbury, NJ
Last updated 2026-10-10
Claim your profileMatthew Moore is a financial advisor at Park Avenue Securities LLC in Shrewsbury, NJ, CRD 7396849. Licenses and exams on the registration: Series 66. IAPD registration began 2023-02-06.
Registration
- CRD number
- 7396849
- Registration status
- Active
- IAPD registration
- 2023-02-06
- Industry Experience
- 3 years
- Work Experience
- 12 years
- States registered
- FL, MA, NJ, NY, PA
Licenses and exams
- Series 66
Work history
- 2022-08 to 2023-05 · UBS Financial Services · Weehawken, NJ
- 2021-05 to 2021-08 · Planning Alliance · Shrewsbury, NJ
- 2019-01 to 2021-08 · West Virginia University Football · Morgantown, WV
- 2021-08 to 2022-08 · West Virginia University · Morgantown, WV
- 2018-08 to 2019-01 · West Virginia University · Morgantown, WV
- 2023-04 to 2024-09 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Bridgewater, NJ
- 2023-05 to 2024-09 · Bank of America, N.A. · Bridgewater, NJ
- 2014-10 to 2018-08 · Hillsborough High School · Hillsborough, NJ
- 2021-06 to Present · Guardian Life Insurance Company · Shrewsbury, NJ
- 2024-10 to Present · Park Avenue Securities · Shrewsbury, NJ
Current employment
- Park Avenue Securities LLC · New York, NY
Park Avenue Securities LLC
- Regulatory AUM
- $19,575,765,851
- Registered advisors
- 1,908
- Offices
- 997
- Clients per advisor
- 43.0 (Low)
- Average AUM per client
- $238.4K (Low)
- High-net-worth client ratio
- 21.0% (Moderate)
Park Avenue Securities LLC: advisors, services and reported ETF investments
About
Matthew Moore is a financial advisor at Park Avenue Securities LLC in Shrewsbury, NJ. Reported securities licenses include Series 66. The latest record indicates 3 years of industry experience and 12 years of reported work history. Reported roles include Park Avenue Securities, Guardian Life Insurance Company, Bank of America, N.A., Merrill Lynch, Pierce, Fenner & Smith Incorporated, among others.
SEC disclosures list additional business and community activities: 1) The Somerset County 200 Club.
Park Avenue Securities LLC's firm-level Form ADV reports 1,908 advisors across 997 offices; approximately 43.0 clients per advisor, average assets per client of $238,386, and regulatory AUM of $19.6B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses, Other; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers, Educational Seminars or Workshops.
PortfolioFuture's firm-level 13F analysis covers $12M across 657 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Matthew Moore personally.
Reported ETF positions
Park Avenue Securities reports 657 ETF positions worth $12M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $1.4M |
| IUSB — iShares Core Universal USD Bond ETF | $596K |
| IVW — iShares S&P 500 Growth ETF | $532.1K |
| DYNF — iShares U.S. Equity Factor Rotation Active ETF | $522.8K |
| IVE — iShares S&P 500 Value ETF | $411.2K |
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
Park Avenue Securities'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 | CGDV — Capital Group Dividend Value ETF | $7.3K | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $522.8K | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $157.4K | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $109.3K | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
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 Park Avenue Securities LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Insurance Company or Agency
Location
1040 Broad Street, Shrewsbury, NJ 07702-4331
20 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 1-888-600-4667
- Website: vestwise.com
Official record
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