Registered Fiduciary Stewardship.
Dedicated Human Advisors.
Unlike algorithmic retail apps that leave you stranded with AI chatbots, every Moomoo account is backed by authentic Series 65, CFP®, and CFA professionals legally held to a strict fiduciary standard.
Meet Your Fiduciary Partners
Credentialed financial planners and quantitative leaders dedicated to your account. No junior call centers.
Marcus Vance, CFP®
Managing Director · Founders Wealth Advisory
Specializing in pre-IPO stock planning, Section 1202 QSBS covenants, and zero-cost options collar design for corporate executives and founders.
Dr. Elena Rostova, CFA
Head of Quantitative Strategies
Oversees algorithmic factor allocations, risk parity modeling, and tail-risk options hedging for high-net-worth active accounts.
David K. Sterling, CFP®
Senior Private Client Consultant
Guiding corporate founders through structured distributions, Lombard credit facilities, and multi-generational wealth preservation.
Keith Chan, Series 65
Director of Active Trader Advisory
Advising algorithmic and derivatives traders on custom multi-leg options structures, portfolio margin efficiency, and execution latency.
Direct Fiduciary Line: Connect in Under 60 Seconds
StoneX Financial Inc. · 230 Park Avenue, 10th Floor, New York, NY 10169. Schedule an in-person conference, secure video walkthrough, or account consolidation review.