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Jaclyn M. Moyer

Strategic Advisers LLC

Rochester, NY

East Amherst, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31

Branch Locations

2780 Monroe Ave Suite 201, Rochester, NY 14618-4139 • United States

East Amherst, NY • 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
First Niagara Bank Lockport NY 06/2005 09/2016
Lpl Financial Llc Charlotte NC 07/2011 12/2016
Northwest Bank Kenmore NY 09/2016 12/2016
M&T Securities Buffalo NY 01/2017 12/2020
Fidelity Rochester NY 12/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2005 → 09/2016
    First Niagara Bank
    Lockport, NY
  • 07/2011 → 12/2016
    Lpl Financial Llc
    Charlotte, NC
  • 09/2016 → 12/2016
    Northwest Bank
    Kenmore, NY
  • 01/2017 → 12/2020
    M&T Securities
    Buffalo, NY
  • 12/2020 → Present
    Fidelity
    Rochester, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-02-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Rochester, NY
  • 2017-01-23 → 2020-12-14
    M&T Securities, Inc.
    Buffalo, NY
    Cheektowaga, NY
    Williamsport, PA
    Amherst, NY
    Kenmore, NY
    Cheektowaga, NY
    Buffalo, NY
  • 2014-05-02 → 2016-12-13
    Lpl Financial Llc
    Lockport, NY
    Kenmore, NY
    Kenmore, NY
    Kenmore, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-04-28
S63 Uniform Securities Agent State Law Examination 2011-11-07
  • S66 Uniform Combined State Law Examination
    2014-04-28
  • S63 Uniform Securities Agent State Law Examination
    2011-11-07
Designations
Other Names
  • Jaclyn Marie Mcqueen
  • Jaclyn Marie Moyer
  • Jaclyn M Moyer

View on SEC IAPD

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Other Investors

THERESA CLARE KENYON
JAMES HAROLD HARMAN
GEORGIANN VALLEE COLLINS
NICHOLAS J TAGLIARINO
AMY P STRUTT
HEATHER LYNN LUCAS
CHAD ROBERT JACOB
JASON ANTHONY MILNER

Other Offices

MORGAN STANLEY · Rochester, NY
COMMONWEALTH FINANCIAL NETWORK · ROCHESTER, NY
NOVEM GROUP · ROCHESTER, NY
OSAIC WEALTH, INC. · ROCHESTER, NY
EDELMAN FINANCIAL ENGINES · ROCHESTER, NY
RISE ADVISORS, LLC · ROCHESTER, NY
UBS FINANCIAL SERVICES INC. · ROCHESTER, NY
MARINER · Rochester, NY

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