Brookstone Capital Management
47yrs
Top advisor by experience in Wheaton
7yrs
Gerald Moore
Financial advisor at First Trust Advisors
At a glance
Experience7 years (since 2020)
How that compares ?7 years in the industry
Office120 E. Liberty Drive Suite 400, Wheaton, IL 60187
How the firm is paid ?Percent of assets, Performance fee, Other
States licensed ?1 state
Services through First Trust Advisors
Investment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publications
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- Nov 2024 – nowFirst Trust Advisors LPCurrent firm
- 2020 – 2024First Trust Direct IndexingPreviously
Questions to ask Gerald
Tailored to Gerald’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Gerald
How do I contact Gerald?
Call First Trust Advisors at 630-765-8000 and ask for Gerald Moore. Gerald works from the Wheaton, IL office.
How long has Gerald been a financial advisor?
Gerald has been in the industry since 2020, about 7 years. 7 years in the industry.
What licenses does Gerald hold?
No exams are listed on the official record.
Is Gerald a fiduciary?
Gerald is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Gerald paid?
First Trust Advisors reports being paid by a percentage of the assets they manage, a share of investment gains, other fees. Ask Gerald for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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