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Scott Matthew Moore

Strategic Advisers LLC

Albany, NY

Cohoes, 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 2026-06-12
NJ RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NY RA
    APPROVED
    Since 2026-06-12
  • NJ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

59 Wolf Rd, Albany, NY 12205-2612 • United States

Cohoes, 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
Jpmorgan Chase Bank, N.A. Boston MA 11/2019 03/2021
J.P. Morgan Securities Llc Boston MA 11/2019 03/2021
North Shore Bank Peabody MA 02/2019 10/2019
Blackberry Transit Stamford CT 01/2018 10/2019
Citizens Bank Swampscott MA 09/2017 11/2018
Brooks Brothers Peabody MA 03/2015 09/2017
Wells Fargo Bank, Na Carteret NJ 03/2021 10/2021
Wells Fargo Clearing Clearing Services, Llc Carteret NJ 03/2021 10/2021
Fidelity Investments Morristown NJ 10/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2019 → 03/2021
    Jpmorgan Chase Bank, N.A.
    Boston, MA
  • 11/2019 → 03/2021
    J.P. Morgan Securities Llc
    Boston, MA
  • 02/2019 → 10/2019
    North Shore Bank
    Peabody, MA
  • 01/2018 → 10/2019
    Blackberry Transit
    Stamford, CT
  • 09/2017 → 11/2018
    Citizens Bank
    Swampscott, MA
  • 03/2015 → 09/2017
    Brooks Brothers
    Peabody, MA
  • 03/2021 → 10/2021
    Wells Fargo Bank, Na
    Carteret, NJ
  • 03/2021 → 10/2021
    Wells Fargo Clearing Clearing Services, Llc
    Carteret, NJ
  • 10/2021 → Present
    Fidelity Investments
    Morristown, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-11-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Morristown, NJ
  • 2021-05-13 → 2021-11-01
    Wells Fargo Clearing Services, Llc
    Carteret, NJ
    Short Hills, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-12
S63 Uniform Securities Agent State Law Examination 2020-02-06
  • S66 Uniform Combined State Law Examination
    2021-05-12
  • S63 Uniform Securities Agent State Law Examination
    2020-02-06
Other Names
  • Scott Moore
  • Scott Matthew Moore

View on SEC IAPD

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LPL FINANCIAL LLC
THE AFFINITY GROUP, LLC
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

DANIEL DOUGLAS BAUER
BRETT PHILIP HARRIS
DOUGLAS JAMES BAUER
MICHAEL STEPHEN SHAPIRO
STEPHEN MARK PEER
RICHARD JEFFERY ANTHONY
GEORGE NICHOLAS BROWN
JOHN COLE BUFF

Other Offices

ALLSQUARE WEALTH MANAGEMENT, LLC · ALBANY, NY
CETERA INVESTMENT ADVISERS LLC · ALBANY, NY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Albany, NY
MPWM ADVISORY SOLUTIONS LLC · ALBANY, NY
CITIZENS SECURITIES, INC. · ALBANY, NY
LPL FINANCIAL LLC · ALBANY, NY
THE AFFINITY GROUP, LLC · ALBANY, NY
WELLS FARGO CLEARING SERVICES, LLC · ALBANY, NY

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