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Wylan James Moore

Strategic Advisers LLC

Attleboro, MA

Smithfield, RI

CRD 7499109

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
RI RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • RI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Attleboro, MA • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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 Smithfield RI 01/2020 Present
Blackhawk Pizza Bellingham MA 09/2017 01/2022
Stop & Shop Franklin MA 08/2017 08/2020
Bellingham High School Bellingham MA 09/2014 06/2018
Bentley University Waltham MA 06/2018 12/2021
Starbucks Waltham MA 08/2019 03/2020
Fidelity Investments Boston MA 03/2025 Present
  • 01/2020 → Present
    Fidelity Investments
    Smithfield, RI
  • 09/2017 → 01/2022
    Blackhawk Pizza
    Bellingham, MA
  • 08/2017 → 08/2020
    Stop & Shop
    Franklin, MA
  • 09/2014 → 06/2018
    Bellingham High School
    Bellingham, MA
  • 06/2018 → 12/2021
    Bentley University
    Waltham, MA
  • 08/2019 → 03/2020
    Starbucks
    Waltham, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
    Attleboro, MA
Other Businesses

OBA-105261|OrgNmn:Blackhawk Pizza|Org Addr:Bellingham,Massachuse,US|OBA Nature:Pizza Place|Invst Rel:N|Title:Delivery Driver|Duties:Delivering Food|StrtDt:12-09-25|TotHrs/mon:45|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-06
S63 Uniform Securities Agent State Law Examination 2022-05-13
  • S66 Uniform Combined State Law Examination
    2025-01-06
  • S63 Uniform Securities Agent State Law Examination
    2022-05-13

View on SEC IAPD

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