Colin Patrick Moor

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

• 03/2019 → 04/2019
  Chris Runion For Delegate
  Harrisonburg, VA
• 05/2018 → 08/2019
  Townebank
  Suffolk, VA
• 01/2019 → 03/2020
  Delegate Ronnie Campbell Office
  Richmond, VA
• 05/2019 → 08/2019
  Delegate Chris Jones Reelection Campaign
  Suffolk, VA
• 09/2018 → 11/2018
  Congressman Ben Cline Congressional Campaign
  Harrisonburg, VA
• 08/2016 → 05/2020
  James Madison University
  Harrisonburg, VA
• 05/2016 → 08/2017
  Cw Brinkley
  Suffolk, VA
• 07/2020 → 10/2020
  Andrew Daley
  Milwaukee, WI
• 10/2020 → 12/2021
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 09/2021 → 12/2021
  Northwestern Mutual Investment Services Llc
  Virginia Bch, VA
• 02/2022 → Present
  Fidelity Investments
  Durham, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-07-06 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC

Exams

• S66 Uniform Combined State Law Examination
  2022-07-01

Other Names

• Colin Patrick Moor
• Colin Moor