Director - Wealthspire · Fiducient Advisors LLC
Veronica E. Moo
CRD 5867442 · Named on Form ADV at 9 SEC-registered advisers
At a glance
Fiducient Advisors LLC, an SEC-registered asset manager based in Chicago, IL with $97.5 billion in regulatory assets, lists Veronica E. Moo on its Form ADV as Director - Wealthspire, a control person. The SEC filings also name Veronica at 8 other registered advisers.
Firms and roles
- Fiducient Advisors LLCDirector - WealthspireAsset manager · Chicago, IL · $98B in regulatory assets
- Wealthspire Retirement AdvisoryDirector - WealthspireAsset manager · Aliso Viejo, CA · $39B in regulatory assets
- Wealthspire AdvisorsDirectorWealth manager · New York, NY · $34B in regulatory assets
- Fiduciary FirstDirector - WealthspireAsset manager · Maitland, FL · $2.5B in regulatory assets
- Sellwood Investment Partners LLCDirector - WealthspireAsset manager · Portland, OR · $2.3B in regulatory assets
- Axia AdvisoryDirector - WealthspireAsset manager · Indianapolis, IN · $1.9B in regulatory assets
- Fi3 Financial Advisors, LLCDirectorWealth manager · Indianapolis, IN · $1.1B in regulatory assets
- SST Benefits ConsultingDirector - WealthspireAsset manager · Aliso Viejo, CA · $524M in regulatory assets
- Accountants Proprietary Financial Servicenet, LLCDirectorAsset manager · Plainview, NY · $464M in regulatory assets
AtlasMembers
Veronica’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 9 firmsLocked
- Control-person status
- 9 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings (32)
- Christopher F. KachmarChief Market Strategist, Fiducient Advisors LLC
- Carl E. NelsonPresident - Wealthspire, Fiducient Advisors LLC
- Robert J. HilzenrathDirector - Wealthspire, Fiducient Advisors LLC
- BRAD L. LONGChief Investment Officer, Fiducient Advisors LLC
- Michael E. GossPresident, Fiducient Advisors LLC
27 more people named with Veronica on the same filings, with titles and firms. Free in Atlas with a free account.
See all 32 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Veronica’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.