Moore Financial Advisors, Ltd.
Firm details
- Headquarters
- Belmont, Massachusetts
- CRD number
- 130421
- Registered since
- February 4, 2025
- Website
- mooreadvisors.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI80.48%
- Individuals19.52%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Moore Financial Advisors, Ltd. is an independent, privately owned registered investment adviser that serves individual and family clients with financial planning and portfolio management for individuals and small businesses. The firm is structured as a corporation and is SEC-registered as of 2025. Its compensation mix includes asset-based fees as well as hourly and fixed-fee arrangements. The firm does not self-identify as an active ESG investor and does not function as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Public Funds/Mutual Funds29%
- Cash & Cash Equivalents1%
Contacts
3 of 3
Patricia Moore
PresidentCRD 4757144
Robert Kania
Vice PresidentCRD 2111120
Donna Cournoyer
College Financial PlannerCRD 5694052
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Belmont, MA
Middlesex
Location
Belmont, MA
Headquartered in Belmont, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 83 Leonard St
- Time zone
- ET (UTC-5)
- Office locations
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