Corey T. Moody

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → 04/2017
  Td Ameritrade
  Atlanta, GA
• 05/2017 → 10/2022
  Cetera Investment Advisers Llc
  Smyrna, GA
• 05/2017 → 10/2022
  Regions Bank
  Smyrna, GA
• 05/2017 → 10/2022
  Cetera Investment Services Llc
  St Cloud, MN
• 10/2022 → Present
  Fidelity Investments
  Marietta, GA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-02-10 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Marietta, GA
• 2017-05-26 → 2022-10-12
  Cetera Investment Advisers Llc
  Smyrna, GA
• 2015-07-16 → 2017-04-06
  Td Ameritrade, Inc.
  Atlanta, GA
• 2015-07-21 → 2017-04-06
  Td Ameritrade Investment Management, Llc
  Atlanta, GA
• 2013-05-29 → 2015-04-07
  Wells Fargo Clearing Services, Llc
  St. Louis, MO
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
  Decatur, GA
  Atlanta, GA
  Norcross, GA

Other Businesses

OBA-132388|OrgNmn:Corviv LLC|Org Addr:Marietta,Georgia,US|OBA Nature:Junk Removal Business (Part-ti|Invst Rel:N|Title:Officer|Duties:Part-time Junk Removal |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2013-05-25
• S63 Uniform Securities Agent State Law Examination
  2008-06-27

Other Names

• Corey Moody
• Corey Terrell Moody
• Corey T. Moody
• Corey T Moody