Kyndall M. Moore
Professional summary
Kyndall M Moore, who also goes by Kyndall Mccann Grady, Kyndall Marie Mccann, Kyndall Mccann, Kyndall Mccann Moore, Kyndall M Moore, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Charlotte, North Carolina and FIDELITY BROKERAGE SERVICES LLC located in Charlotte, North Carolina.
Kyndall is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Kyndall has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 31, Series 7, Series 6, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kyndall M Moore's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
March 1, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
March 28, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
May 24, 2018 - January 26, 2022
CAPTRUST
May 21, 2018 - January 26, 2022
CAPFINANCIAL SECURITIES, LLC.
June 8, 2012 - May 9, 2018
LPL FINANCIAL LLC
June 8, 2012 - May 9, 2018
LPL FINANCIAL LLC
January 3, 2012 - June 19, 2012
MORGAN STANLEY
January 3, 2012 - June 19, 2012
MORGAN STANLEY
May 18, 2011 - November 28, 2011
WELLS FARGO CLEARING SERVICES, LLC
May 18, 2011 - November 28, 2011
WELLS FARGO CLEARING SERVICES, LLC
February 24, 2010 - May 19, 2011
MORGAN STANLEY
June 1, 2009 - May 19, 2011
MORGAN STANLEY
September 18, 2007 - June 1, 2009
MORGAN STANLEY & CO. LLC
November 16, 2006 - March 9, 2007
WELLS FARGO CLEARING SERVICES, LLC
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
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Exams
FINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
