Amy Moore has been an investment adviser representative at Olio Financial Planning since March 2021, and is not listed among the firm’s executive officers or direct owners.
Olio Financial Planning, LLC is a McLean, VA firm with $601M under management, 387 clients and 8 advisers across 2 offices, as of its March 2026 filing.
- Olio Financial PlanningCurrent– present · 5 yearsBlacksburg, VA · Adviser representative · Firm CRD 282355
Investment adviser representative registrations
Amy Moore is registered as an investment adviser representative in Virginia, since March 2021.
- VirginiaSince 17 March 2021
Examinations
No examinations are on Amy Moore’s record.
- Full name
- Amy Elizabeth Moore
- CRD
- 6416076
- Firm
- Olio Financial Planning · CRD 282355
- Office
- 301 S. MAIN STREET, SUITE 203, Blacksburg, VA 24060
- Registration
- Investment adviser registration
- In the industry since
- March 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Amy Moore work?
Amy Moore is an investment adviser representative registered through Olio Financial Planning, LLC since March 2021, and is not listed among the firm’s executive officers or direct owners.
Is Amy Moore a financial advisor?
Yes. Amy Moore has a current investment-adviser registration in Virginia, through Olio Financial Planning since March 2021.
How many years of experience does Amy Moore have?
Amy Moore has 5 years in the financial industry, since March 2021, across 1 adviser firm.
Where is Amy Moore based?
Amy Moore’s registered office is in Blacksburg, VA.
Is Amy Moore registered with FINRA?
No. Amy Moore has no current broker registration.
How can I verify Amy Moore’s record?
Search CRD 6416076 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Amy Moore’s full registration record.