Scott Matthew Moore
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
3 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsOct 2021 to now
- Wells Fargo Bank, NAMar 2021 to Oct 2021
- Wells Fargo Clearing Clearing Services, LLCMar 2021 to Oct 2021
- J.P. Morgan Securities LLCNov 2019 to Mar 2021
- JPMorgan Chase Bank, N.A.Nov 2019 to Mar 2021
- North Shore BankFeb 2019 to Oct 2019
- Blackberry TransitJan 2018 to Oct 2019
- Citizens BankSep 2017 to Nov 2018
- Brooks BrothersMar 2015 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7198728
- Firm CRD
- 104555