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Amanda G. Moon

Strategic Advisers LLC

Covington, KY

Hebron, KY

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

100 Crosby Pkwy, Covington, KY 41015-4325 • United States

Hebron, KY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tada Wealth Advisors, Inc. The Villages FL 03/2011 08/2020
Concorde Investment Services, Llc Livonia MI 05/2018 08/2020
Fidelity Investments Covington KY 09/2020 Present
The Spice And Tea Exchange The Villages FL 06/2019 09/2020
Fidelity Investments Boston MA 03/2025 Present
  • 03/2011 → 08/2020
    Tada Wealth Advisors, Inc.
    The Villages, FL
  • 05/2018 → 08/2020
    Concorde Investment Services, Llc
    Livonia, MI
  • 09/2020 → Present
    Fidelity Investments
    Covington, KY
  • 06/2019 → 09/2020
    The Spice And Tea Exchange
    The Villages, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-12-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
  • 2020-01-17 → 2020-09-02
    Concorde Asset Management, Llc
    The Villages, FL
    Ann Arbor, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-25
  • S66 Uniform Combined State Law Examination
    2019-09-25
Other Names
  • Amanda Gayle Hammer
  • Amanda Gayle Moon

View on SEC IAPD

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DONALD W STEWART

Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY
ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY
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