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Advisors / New York / Halfmoon
35yrs

Christopher Moore

Financial advisor at DST Wealth Management

Based in Halfmoon, New York, Christopher Moore is a fiduciary financial advisor with 35 years of industry experience. Christopher has been with DST Wealth Management since 2023; before that, Christopher spent less than a year at K-One Investment and less than a year at Old Mutual Capital. DST Wealth Management offers investment management and is paid through a percentage of assets and flat fees.

One of 10 advisors with offices in Halfmoon, and one of 9 fiduciaries.

Halfmoon, NYTop advisor by experience at DST Wealth ManagementFiduciary advisor

At a glance

Experience35 years (since 1991)
How that compares ?Top advisor by experience at DST Wealth Management
OfficeHalfmoon, NY
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$2.7 million
Advisors at the firm5
States licensed ?1 state

Services through DST Wealth Management

Investment management for individuals and small businesses

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2023 – now
  2. Dec 2008 – Jun 2009
    K-One Investment Company, Inc.Previously
  3. Jun 2008 – Sep 2008
    Old Mutual CapitalPreviously

Questions to ask Christopher

Tailored to Christopher’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Christopher

How do I contact Christopher?

Call DST Wealth Management at (760) 340-1448 and ask for Christopher Moore. Christopher works from the Halfmoon, NY office.

How long has Christopher been a financial advisor?

Christopher has been in the industry since 1991, about 35 years. Top advisor by experience at DST Wealth Management.

What licenses does Christopher hold?

Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.

Is Christopher a fiduciary?

Christopher is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Christopher paid?

DST Wealth Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Christopher for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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