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Siobhan M. Moore

Strategic Advisers LLC

Portsmouth, NH

Portsmouth, NH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

54 Maplewood Ave, Portsmouth, NH 03801-3712 • United States

Portsmouth, NH • 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
Mfs Fund Distributors, Inc. Boston MA 06/2015 06/2018
Merrill Lynch Pierce Fenner & Smith Manchester NH 07/2018 02/2022
Rodan + Fields San Francisco CA 05/2018 07/2018
Bank Of America N.A. Manchester NH 12/2020 02/2022
Fidelity Investments Portsmouth NH 02/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2015 → 06/2018
    Mfs Fund Distributors, Inc.
    Boston, MA
  • 07/2018 → 02/2022
    Merrill Lynch Pierce Fenner & Smith
    Manchester, NH
  • 05/2018 → 07/2018
    Rodan + Fields
    San Francisco, CA
  • 12/2020 → 02/2022
    Bank Of America N.A.
    Manchester, NH
  • 02/2022 → Present
    Fidelity Investments
    Portsmouth, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-09
S63 Uniform Securities Agent State Law Examination 2015-05-04
  • S66 Uniform Combined State Law Examination
    2018-11-09
  • S63 Uniform Securities Agent State Law Examination
    2015-05-04
Designations
Other Names
  • Siobhan M Holland
  • Siobhan Holland
  • Siobhan Mary Holland
  • Siobhan Mary Moore

View on SEC IAPD

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PISCATAQUA RESEARCH INC.
PATRIOT ADVISORY GROUP

Other Investors

TODD MICHAEL CESCA
Renee Elizabeth Hickey
KAREN LEE ZARAMBA
JAMES ALLEN BOSSIEUX
KATY MORRISON CARR
SAMUEL RICHARDSON REID
LENA WYAND
SARAH SERLING CLAPP

Other Offices

CHARTER OAK CAPITAL MANAGEMENT · PORTSMOUTH, NH
NVEST FINANCIAL, LLC · PORTSMOUTH, NH
DAVID WENDELL ASSOCIATES, INC. · PORTSMOUTH, NH
KWM FINANCIAL LLC · PORSTMOUTH, NH
GOLDEN FINANCIAL SERVICES · PORTSMOUTH, NH
ESTATE PLANNERS OF NEW ENGLAND, LLC · PORTSMOUTH, NH
PISCATAQUA RESEARCH INC. · PORTSMOUTH, NH
PATRIOT ADVISORY GROUP · PORTSMOUTH, NH

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