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Tara Moayer

Strategic Advisers LLC

Santa Barbara, CA

Santa Barbara, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-09
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-10-09
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

3793 State Street, Santa Barbara, CA 93105-3116 • United States

Santa Barbara, CA • 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
Center For Autism Related Disorder Santa Barbara CA 08/2019 08/2019
Sunset Hills Country Club Thousand Oaks CA 05/2021 09/2021
Wanderlust Propterty Rentals Santa Barbara CA 12/2022 06/2023
Morton Capital Calabasas CA 05/2021 09/2021
4K Inc. Goleta CA 07/2022 10/2022
Agoura High School Agoura Hills CA 08/2014 07/2018
University Of California Santa Barbara Santa Barbara CA 03/2019 09/2020
Fidelity Investments Santa Barbara CA 05/2024 Present
Captor Capital Goleta CA 12/2021 06/2022
Hilton Santa Barbara Beachfront Resort Santa Barbara CA 05/2023 Present
University Of California Santa Barbara Goleta CA 08/2018 03/2024
In-N-Out Westlake Village CA 12/2017 09/2018
Fidelity Investments Boston MA 03/2025 Present
  • 08/2019 → 08/2019
    Center For Autism Related Disorder
    Santa Barbara, CA
  • 05/2021 → 09/2021
    Sunset Hills Country Club
    Thousand Oaks, CA
  • 12/2022 → 06/2023
    Wanderlust Propterty Rentals
    Santa Barbara, CA
  • 05/2021 → 09/2021
    Morton Capital
    Calabasas, CA
  • 07/2022 → 10/2022
    4K Inc.
    Goleta, CA
  • 08/2014 → 07/2018
    Agoura High School
    Agoura Hills, CA
  • 03/2019 → 09/2020
    University Of California Santa Barbara
    Santa Barbara, CA
  • 05/2024 → Present
    Fidelity Investments
    Santa Barbara, CA
  • 12/2021 → 06/2022
    Captor Capital
    Goleta, CA
  • 05/2023 → Present
    Hilton Santa Barbara Beachfront Resort
    Santa Barbara, CA
  • 08/2018 → 03/2024
    University Of California Santa Barbara
    Goleta, CA
  • 12/2017 → 09/2018
    In-N-Out
    Westlake Village, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Santa Barbara, CA
    Santa Barbara, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-28
  • S66 Uniform Combined State Law Examination
    2024-08-28

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA
J.P. MORGAN SECURITIES LLC · SANTA BARBARA, CA
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC · Santa Barbara, CA
KINGSWOOD WEALTH ADVISORS, LLC · Santa Barbara, CA
MORGAN STANLEY · Santa Barbara, CA
LPL FINANCIAL LLC · SANTA BARBARA, CA

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