Morgan Stanley
47yrs
Top advisor by experience in New York
3yrs
Corey Moon
Financial advisor at ZOE Financial
Corey Moon is a fiduciary financial advisor in New York, New York, with 3 years in the industry. Corey joined ZOE Financial in 2025, after two years at Equitable Advisors. ZOE Financial offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?More experience than 63% of advisors at ZOE Financial
Office666 Third Ave. 6th Floor, New York, NY 10017
FirmZOE Financial
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$176,289
Advisors at the firm8
States licensed ?1 state
Services through ZOE Financial
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services
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 66Uniform Combined State Law Examination
Career
- Oct 2025 – nowZOE Financial, Inc.Current firm
- Nov 2023 – Sep 2025Equitable Advisors, LLCPreviously
Contact Corey
(646) 680-9244ZOE Financial main office 666 Third Ave. 6th FloorNew York, NY 10017Office · Get directions X (Twitter) pageZOE Financial
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Questions to ask Corey
Tailored to Corey’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Corey
How do I contact Corey?
Call ZOE Financial at (646) 680-9244 and ask for Corey Moon. Corey works from the New York, NY office.
How long has Corey been a financial advisor?
Corey has been in the industry since 2023, about 3 years. More experience than 63% of advisors at ZOE Financial.
What licenses does Corey hold?
Series 66. Tap any license on this page to see what it allows.
Is Corey a fiduciary?
Corey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Corey paid?
ZOE Financial reports being paid by a percentage of the assets they manage, other fees. Ask Corey 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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