Allison C. Moore

Investment adviser representative at Strategic Advisers LLC

12 yearsExperience

2 statesRegistered in

$1.4TFirm assets

49 yearsFirm in business

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From SEC records

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

These describe the firm as a whole, not only this advisor.

12 years in the industry.

Strategic Advisers LLCMar 2025 to now
Fidelity InvestmentsJun 2022 to now
Fisher & HunterMay 2021 to May 2022
State of UtahJan 2021 to Mar 2021
Speech and Presentation Center At Southern Utah University(suu)Sep 2020 to Dec 2020
Student Involvement and Leadership Office At SuuSep 2020 to Dec 2020
The Michael O. Leavitt Center for Politics & Public Service /suuSep 2020 to Dec 2020
U.S. Representative John Curtis' District OfficeMay 2020 to Aug 2020
Speech and Presentation Center At Southern Utah University(suu)Jan 2020 to May 2020
The Michael O. Leavitt Center for Politics & Public Service /suuJan 2020 to May 2020
The American University of Greece (deree)/ Full-time EducationSep 2019 to Dec 2019
Southern Utah University HousingSep 2018 to May 2019
Cliffside Restaurant, LLCMay 2018 to Aug 2018
Southern Utah University (full-time Education)Aug 2017 to Dec 2020
Student Involvement and Leadership Office At SuuAug 2017 to May 2018
Full-time Education/ Desert Hills High SchoolAug 2014 to Aug 2017

Registered as an investment adviser representative in 2 states (TX, UT).

$1.4TAssets managed

2,401,763Clients

17,021Advisers

49 yearsIn business

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.