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Vanessa Marie Moore

CRD 5539946  ·  Zephyr Wealth Management  ·  Westlake Village, CA

IA RegisteredBroker

Also appears in the source record as: Vanessa Marie De Vere; Vanessa Marie Devere; Vanessa Devere; Vanessa Moore

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration
Active
Investment adviser registration
Active
Exams passed
Not yet retrieved from the source record
Registered states
Not yet retrieved from the source record
Years in the industry
Not yet retrieved from the source record
Professional designations
Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm
Zephyr Wealth Management
Firm CRD
166303
SEC number
801-118365
Assets under management
$242.8M as of Mar 31, 2026
Website
www.zephyrim.com ↗
Phone
(805) 496-6810
Firm location
Westlake Village, CA, 91362

Employment history (2)

From the source registration record · current first

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.