Shabri Moore has been Managing Partner of Moore Wealth since January 2023, is a control person of the firm and directly owns between 25% and 50% of it. Shabri Moore holds an Undergraduate degree in Biology from Marshall University. Shabri Moore is a graduate of degree in Microbiology, North Carolina State University.
Moore Wealth LLC is a Frederick, MD firm with $157M under management, 204 clients and 5 advisers across 2 offices, as of its August 2026 filing.
Shabri Moore is Managing Partner of Moore Wealth, based in Frederick, Maryland. She established the firm and works with small business owners, physicians, and affluent individuals and families. She spent over 15 years as a research scientist in the biotech industry, including at the National Cancer Institute, before changing to financial services in 1996.
Shabri Moore’s longest registration was 13 years at Commonwealth Financial Network (2009–2023). Before joining Moore Wealth in 2023, Shabri Moore was registered through Commonwealth Financial Network and American Portfolios Advisors, Inc.
- Commonwealth Financial Network– · 13 yearsFrederick, MD · Adviser representative · Firm CRD 8032
- American Portfolios Advisors, Inc– · 6 yearsHolbrook, NY · Adviser representative · Firm CRD 112697
- Walnut Street Advisers Inc– · 1 yearFrederick, MD · Adviser representative · Firm CRD 109903
Professional designations
Listed by Moore Wealth
- CERTIFIED FINANCIAL PLANNER™
- Accredited Investment Fiduciary®
Investment adviser representative registrations
Shabri Moore is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in April 2023.
- MarylandSince 3 April 2023
- TexasResidentSince 3 April 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 51 | Municipal Fund Securities Principal Examination | 14 October 2004 |
| Series 24 | General Securities Principal Examination | 9 May 2001 |
| Series 7 | General Securities Representative Examination | 1 May 2001 |
| Series 66 | Uniform Combined State Law Examination | 23 November 1998 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 1 July 1997 |
- Name
- Securities Industry Essentials Examination
- Name
- Municipal Fund Securities Principal Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Shabri Gandhi Moore
- CRD
- 2894381
- Firm
- Moore Wealth · CRD 323374
- Role
- Managing Partner
- Office
- 50 CARROLL CREEK WAY, SUITE 335, Frederick, MD 21701
- Registration
- Investment adviser registration
- In the industry since
- August 1997
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- moorewealthinc.com
Where does Shabri Moore work?
Shabri Moore has been Managing Partner of Moore Wealth LLC since January 2023, and is a control person of the firm.
Is Shabri Moore a financial advisor?
Yes. Shabri Moore has a current investment-adviser registration in Maryland and Texas, through Moore Wealth since April 2023.
How many years of experience does Shabri Moore have?
Shabri Moore has 29 years in the financial industry, since August 1997, across 4 adviser firms.
What exams has Shabri Moore passed?
Shabri Moore has passed 5 licensing exams: the Series 6, Series 66, Series 7, Series 24 and Series 51. The earliest, the Series 6, was passed in July 1997. FINRA credited Shabri Moore with the SIE, which began in October 2018.
Where did Shabri Moore work before Moore Wealth?
Before Moore Wealth, Shabri Moore was registered through American Portfolios Advisors, Inc, October 2003 to November 2009; Walnut Street Advisers Inc, November 2000 to September 2002.
Where is Shabri Moore based?
Shabri Moore’s registered office is in Frederick, MD.
Is Shabri Moore registered with FINRA?
No. Shabri Moore has no current broker registration.
Is Shabri Moore a CFP?
Moore Wealth lists Shabri Moore with the CFP credential (“CERTIFIED FINANCIAL PLANNER™”) on its website. CFP Board confirms certification status.
Source: Shabri G. Moore, CFP®, AIF® biography, moorewealthinc.com
How can I verify Shabri Moore’s record?
Search CRD 2894381 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Shabri Moore’s full registration record.
