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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

2500 Regency Parkway, Cary, NC 27518-8549 • United States

580 New Waverly Pl Ste 240, Cary, NC 27518-7406 • United States

Garner, NC • 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
Citizens Bank Lewes DE 08/2014 05/2017
Citizens Securities, Inc Lewes DE 06/2017 03/2018
Citizens Bank Lewes DE 06/2017 03/2018
Wells Fargo Bank, Na Millville DE 03/2018 12/2020
Wells Fargo Clearing Services, Llc Millville DE 03/2018 12/2020
Truist Virginia Beach VA 12/2020 01/2021
Geico Virginia Beach VA 01/2021 08/2021
Fidelity Investments Virginia Beach VA 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2014 → 05/2017
    Citizens Bank
    Lewes, DE
  • 06/2017 → 03/2018
    Citizens Securities, Inc
    Lewes, DE
  • 06/2017 → 03/2018
    Citizens Bank
    Lewes, DE
  • 03/2018 → 12/2020
    Wells Fargo Bank, Na
    Millville, DE
  • 03/2018 → 12/2020
    Millville, DE
  • 12/2020 → 01/2021
    Truist
    Virginia Beach, VA
  • 01/2021 → 08/2021
    Geico
    Virginia Beach, VA
  • 09/2021 → Present
    Fidelity Investments
    Virginia Beach, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-06-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Virginia Beach, VA
    Cary, NC
  • 2018-09-11 → 2020-12-15
    Millville, DE
    Radnor, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-09-10
S63 Uniform Securities Agent State Law Examination 2017-07-24
  • S65 Uniform Investment Adviser Law Examination
    2018-09-10
  • S63 Uniform Securities Agent State Law Examination
    2017-07-24
Other Names
  • Shaunda L Moore
  • Shaunda Moore
  • Shaunda Leandra Moore

View on SEC IAPD

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