Best Investors Account Sign in

Clarence Kyle De Guzman Moscaya

Strategic Advisers LLC

Stamford, CT

New York, NY

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Stamford, CT • United States

320 Park Avenue, New York, NY 10022-6815 • 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
Fidelity Investments New York NY 06/2019 Present
Fidelity Investments Garden City NY 06/2018 08/2018
Boston University Boston MA 08/2015 05/2019
Costal Bridge Advisors Westport CT 06/2017 08/2017
Fidelity Investments Boston MA 03/2025 Present
  • 06/2019 → Present
    Fidelity Investments
    New York, NY
  • 06/2018 → 08/2018
    Fidelity Investments
    Garden City, NY
  • 08/2015 → 05/2019
    Boston University
    Boston, MA
  • 06/2017 → 08/2017
    Costal Bridge Advisors
    Westport, CT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-31 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-29
S63 Uniform Securities Agent State Law Examination 2020-02-01
  • S66 Uniform Combined State Law Examination
    2024-01-29
  • S63 Uniform Securities Agent State Law Examination
    2020-02-01
Other Names
  • Clarence De Guzman Moscaya

View on SEC IAPD

More in Stamford, CT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor