Supreme Alliance
47yrs
Top advisor by experience in Charlotte
26yrs
Robert Moses has worked in the financial industry for 26 years and is a fiduciary financial advisor based in Charlotte, North Carolina. After 16 years at Hornor, Townsend & Kent, Robert joined The Fiduciary Alliance in 2020, a firm offering financial planning, investment management, and selecting outside investment managers. The Fiduciary Alliance reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 17% by experience in Charlotte
Office6000 Fairview Rd Suite 1200, Charlotte, NC 28210
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$268,760
Advisors at the firm49
States licensed ?1 state
Services through The Fiduciary Alliance
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshops
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.
Career
- 2020 – nowThe Fiduciary AllianceCurrent firm
- 2005 – 2020Hornor, Townsend & Kent, LLCPreviously
Contact Robert
(864) 385-7999Firm headquarters in Greenville, SC. Ask for Robert. 6000 Fairview Rd Suite 1200Charlotte, NC 28210Office · Get directions Facebook pageThe Fiduciary Alliance
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call The Fiduciary Alliance at (864) 385-7999 and ask for Robert Moses. Robert works from the Charlotte, NC office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2000, about 26 years. Top 17% by experience in Charlotte.
What licenses does Robert hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
The Fiduciary Alliance reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Robert 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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