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Stephanie Moroney

Anchor Capital Advisors LLC

Boston, MA

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Current Employers
Anchor Capital Advisors Llc

Two International Place Suite 2110, Boston, MA 02110-4104 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-05-04
  • MA RA
    APPROVED
    Since 2026-05-04

Branch Locations

Two International Place Suite 2110, Boston, MA 02110-4104 • 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
Anchor Capital Advisors Llc Boston MA 10/2023 09/2024
Anchor Capital Advisors Llc Boston MA 09/2024 Present
Anchor Capital Advisors Llc Boston MA 01/2026 Present
Brown Brothers Harriman Boston MA 06/2020 09/2023
Fidelity Investments Boston MA 04/2019 08/2019
Anchor Capital Advisors Llc Boston MA 06/2015 06/2018
Columbia Business School New York NY 08/2018 05/2020
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-02
  • S65 Uniform Investment Adviser Law Examination
    2026-05-02

View on SEC IAPD

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