Best Investors Account Sign in
Inactive

Robert Frederick Kania

Moore Financial Advisors, Ltd.

Belmont, MA

Duxbury, MA

CRD 2111120

Claim This Profile
Employer firm

Moore Financial Advisors, Ltd. CRD 130421

$127M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Moore Financial Advisors, Ltd.

83 Leonard Street Office #9, Belmont, MA 02478-2505 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2019-07-16
  • MA RA
    APPROVED
    Since 2019-07-16

Branch Locations

83 Leonard Street Office #9, Belmont, MA 02478-2505 • United States

Duxbury, MA • 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
Laurentide Advisory, Llc Duxbury MA 06/2015 07/2019
Serapis Capital, Llc Duxbury MA 01/2015 12/2017
Moore Financial Advisors, Ltd. Duxbury MA 07/2019 02/2024
Moore Financial Advisors, Ltd. Duxbury MA 02/2024 Present
Previous Registrations
  • 2015-08-05 → 2019-11-22
    Laurentide Advisory, Llc
    Hingham, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-02-05
  • S63 Uniform Securities Agent State Law Examination
    1991-02-05
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

EDWARD JONES
SLB ADVISORS, LLC
OSAIC INSTITUTIONS, INC.

Nearby Investors

Paul Jeffrey Corrigan
RONALD SCOTT SANDERSON
BRADLEY STEVEN BECHOK

Nearby Offices

EDWARD JONES · BELMONT, MA
SLB ADVISORS, LLC · BELMONT, MA
OSAIC INSTITUTIONS, INC. · BELMONT, MA

More in Belmont, MA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor