Roger Conant Moulton

Employer firm

Eversource Wealth Advisors, LLC CRD 286340

$5.10B regulatory AUM 51 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2012 → 07/2025
  Lpl Financial
  Boston, MA
• 11/2025 → Present
  Eversource Wealth Advisors
  Burlington, MA
• 07/2025 → 11/2025
  Retired
  Wenham, MA

Previous Registrations

• 2012-08-13 → 2025-07-10
  Lpl Financial Llc
  Boston, MA
  Wenham, MA
• 2012-03-21 → 2012-11-15
  Lexington Wealth Management, Inc.
  Lexington, MA
• 2004-12-17 → 2010-10-15
  Calibre Advisory Services Inc.
  Waltham, MA
• 2002-03-28 → 2004-12-16
  Tanager Financial Services Inc
  Waltham, MA

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-09-06
• S66 Uniform Combined State Law Examination
  2002-02-15

Designations

• Certified Financial Planner

Other Names

• Roger Conant Moulton
• Roger Conant Moulton
• Roger Conant Moulton