Mitchell Moore

Financial advisor at Cetera Investment Advisers · Charlottesville, VA

Last updated 2026-10-10

Mitchell Moore is a financial advisor at Cetera Investment Advisers in Charlottesville, VA, CRD 7754208. Licenses and exams on the registration: Series 66. IAPD registration began 2025-04-21.

Registration

CRD number: 7754208
Registration status: Active
IAPD registration: 2025-04-21
Industry Experience: 1 year
Work Experience: 11 years
States registered: VA

Licenses and exams

Series 66

Work history

2024-03 to 2025-07 · Lpl Financial LLC · Charlottesville, VA
2020-10 to 2023-12 · Virginia Tech · Blacksburg, VA
2023-06 to 2023-07 · Sullender Utley · Mclean, VA
2022-08 to 2023-06 · Kroger · Blacksburg, VA
2021-04 to 2022-02 · Infinity Power Solutions · Gloucester, VA
2020-04 to 2020-10 · Lowe's · Gloucester, VA
2019-06 to 2020-05 · Rappahannock Community College · Saluda, VA
2015-08 to 2019-06 · Gloucester High School · Gloucester, VA
2025-04 to 2025-07 · Private Advisor Group, LLC · Morristown, NJ
2025-07 to Present · Cetera Wealth Services · El Segundo, CA
2025-04 to Present · Comprehensive Income Strategies · Charlottesville, VA
2025-08 to Present · Cetera Investment Advisors · Schaumburg, IL
2024-02 to Present · Wilkinson Wealth Management, LLC · Charlottesville, VA

Current employment

Cetera Investment Advisers LLC · Schaumburg, IL

SEC IAPD record for Mitchell Moore

Cetera Investment Advisers

Regulatory AUM: $256,813,748,739
Registered advisors: 10,370
Offices: 7,392
Clients per advisor: 78.5 (Moderate)
Average AUM per client: $315.5K (Low)
High-net-worth client ratio: 9.7% (Low)

Cetera Investment Advisers: advisors, services and reported ETF investments

About

Mitchell Moore is a financial advisor at Cetera Investment Advisers LLC, operating as Cetera Investment Advisers in Charlottesville, VA. Reported securities licenses include Series 66. The latest record indicates 1 year of industry experience and 11 years of reported work history.

Cetera Investment Advisers' firm-level Form ADV reports 10,370 advisors across 7,392 offices; approximately 78.5 clients per advisor, average assets per client of $315,511, and regulatory AUM of $256.8B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Selection of Other Advisers.

PortfolioFuture's firm-level 13F analysis covers $73.1B across 1,688 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Mitchell Moore personally.

Reported ETF positions

Cetera Investment Advisers reports 1,688 ETF positions worth $73.1B on Form 13F; the largest are listed.

Largest ETF positions reported by Cetera Investment Advisers
Fund	Reported value
IVV — iShares Core S&P 500 ETF	$3.6B
VTV — Vanguard Morningstar Value ETF	$1.7B
QQQ — Invesco QQQ Trust, Series 1	$1.7B
AGG — iShares Core U.S. Aggregate Bond ETF	$1.5B
VOO — Vanguard S&P 500 ETF	$1.5B

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

Cetera Investment Advisers's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.

Firm-reported positions leading each research ranking
Ranking	Fund	Reported value	Percentile	Key figures
Similar Fund Ranking	CGDV — Capital Group Dividend Value ETF	$900.6M	Top 99.9%	Peer conviction 86.4% · Active return +5.44%
Addressable Market	DYNF — iShares U.S. Equity Factor Rotation Active ETF	$535.5M	Top 99.9%	Addressable AUM $14.9T · Peer conviction 86.8%
Residual Alpha	CGMU — Capital Group Municipal Income ETF	$142.1M	Top 99.8%	Residual alpha +0.94% · Residual Sharpe 0.22
Diversification Benefits	IALT — iShares Systematic Alternatives Active ETF	$97.9M	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 Cetera Investment Advisers on Form ADV.

Client services

Financial Planning Services
Individuals and Small Businesses
Businesses or Institutional Clients
Pension Consulting Services
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 or Municipal Securities Dea
Other Investment Adviser (Incl. Financial
Registered Municipal Advisor
Trust Company
Insurance Company or Agency
Pension Consultant

Location

889 Rio East Court Suite A, Charlottesville, VA 22901

4 advisors at this office.

Cetera Investment Advisers office in Charlottesville, VA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

Are you Mitchell Moore?

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