McKenzie Moore

Financial advisor at Wells Fargo Advisors · Collegeville, PA

Last updated 2026-10-10

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McKenzie Moore is a financial advisor at Wells Fargo Advisors in Collegeville, PA, CRD 7678105. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2024-11-12.

Registration

CRD number
7678105
Registration status
Active
IAPD registration
2024-11-12
Industry Experience
1 year
Work Experience
12 years
States registered
PA, TX, WI

Licenses and exams

  • Series 63
  • Series 66

Work history

  • 2014-06 to 2020-01 · Ascend Staffing (new Company) · Omaha, NE
  • 2020-01 to 2020-08 · Aurstaff · Omaha, NE
  • 2020-08 to 2021-09 · Doordash · Omaha, NE
  • 2021-09 to 2022-07 · Ups · Omaha, NE
  • 2022-07 to 2023-02 · Tommy Hilfiger · Gretna, NE
  • 2023-02 to 2025-06 · Charles Schwab & Co., Inc. · Omaha, NE
  • 2025-06 to Present · Wells Fargo Advisors Financial Network, LLC · Collegeville, PA

Current employment

SEC IAPD record for McKenzie Moore

Wells Fargo Advisors

Regulatory AUM
$252,251,271,984
Registered advisors
4,182
Offices
1,676
Clients per advisor
111.6 (Moderate)
Average AUM per client
$540.6K (Low)
High-net-worth client ratio
50.1% (High)

Wells Fargo Advisors: advisors, services and reported ETF investments

About

McKenzie Moore is a financial advisor at Wells Fargo Advisors Financial Network, LLC, operating as Wells Fargo Advisors in Collegeville, PA. Reported securities licenses include Series 63 and Series 66. The latest record indicates 1 year of industry experience and 12 years of reported work history. Reported roles include Charles Schwab & Co., Inc., Tommy Hilfiger, Ups, Doordash, among others.

Wells Fargo Advisors' firm-level Form ADV reports 4,182 advisors across 1,676 offices; approximately 111.6 clients per advisor, average assets per client of $540,645, and regulatory AUM of $252.3B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.

What this firm offers

Filed by Wells Fargo Advisors on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)
  • Commissions

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Other Financial Product Salesperson
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Registered Security-Based Swap Dealer
  • Commodity Pool Operator or CTA
  • Futures Commission Merchant
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Sponsor or Syndicator of Limited Partners
  • Sponsor or GP of Pooled Investment Vehicl

Location

555 Second Avenue, Collegeville, PA 19426

42 advisors at this office.

Wells Fargo Advisors office in Collegeville, PA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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