Patricia S. Moore
MOORE FINANCIAL ADVISORS, LTD.
ARLINGTON, MA
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CRD#: 4757144
Professional summary
Patricia Susan Moore, CFP® is a registered financial advisor currently at MOORE FINANCIAL ADVISORS, LTD. located in Arlington, Massachusetts.
Patricia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Patricia has worked at 2 firms .
Core Areas of Focus
Divorce Planning
Estate & Generational Planning Issues
Investment Advice with Ongoing Management
Retirement Plan Investment Advice
Retirement Planning & Distribution Rules
Biography
We provide financial planning services and investment management services to help clients achieve their goals and dreams. We specialize in working with non-traditional families, women who are single/widowed/divorced/divorcing, and baby boomers who are planning for or entering retirement.
Question & Answer
What are your service offerings?
Retirement Income Management
Retirement Planning
Education Planning
Social Security Planning
Socially Responsible Investing
Tax Planning
Investment Planning
Comprehensive Financial Planni...
Life Transitions
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Patricia Susan Moore's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2002
Experience
Current
February 7, 2003 - Present
MOORE FINANCIAL ADVISORS, LTD.
RIA
CRD#: 130421
ARLINGTON, MA
Past
May 21, 2012 - December 24, 2015
PARAGON FINANCIAL ADVISORS
RIA
CRD#: 133856
WATERTOWN, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MOORE FINANCIAL ADVISORS, LTD.
MOORE FINANCIAL ADVISORS, LTD.
CRD#: 130421 / SEC#: 801-131897
RIA
Registered Investment Advisory firm - (2/4/2025 Approved)Massachusetts
Registered Investment Advisory firm - (2/14/2025 Terminated)Rhode Island
Registered Investment Advisory firm - (2/20/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Massachusetts(2/7/2003)
Exams
Current Firm
MOORE FINANCIAL ADVISORS, LTD.
MOORE FINANCIAL ADVISORS, LTD.
CRD#: 130421 / SEC#: 801-131897
RIA
Registered Investment Advisory firm - (2/4/2025 Approved)Massachusetts
Registered Investment Advisory firm - (2/14/2025 Terminated)Rhode Island
Registered Investment Advisory firm - (2/20/2025 Terminated)PREMIUM
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Contact information
Main Address
83 Leonard Street Office #9, Belmont, MA 02478-2505
Mailing Address
Phone number
(617) 393-9999
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 330 |
| AUM (Assets Under Management) | $ 111,070,659 |
Red Flags
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