Jaclyn M. Moyer
STRATEGIC ADVISERS LLC | Financial Consultant
EAST AMHERST, NY
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CRD#: 5953137
Professional summary
Jaclyn M. Moyer, CFP®, who also goes by Jaclyn Marie Mcqueen, Jaclyn M Moyer, Jaclyn Marie Moyer, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in East Amherst, New York and FIDELITY BROKERAGE SERVICES LLC located in Rochester, New York.
Jaclyn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Jaclyn has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
As your financial consultant I will partner with you to understand your goals so that we can collaborate to build a financial plan that is customized to meet your unique needs. Forming strong relationships with my clients and their families is of the utmost importance to me. I work hard to maintain a deep level of trust, reliability, and competency.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jaclyn Marie Mcqueen | Jaclyn M Moyer | Jaclyn Marie Moyer
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 Jaclyn M. Moyer'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®
Education
SUNY at Buffalo
Bachelor of Science (BS) - Mathematics
2007
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 2780 Monroe Ave Suite 201, Rochester, NY 14618RIA
CRD#: 104555
EAST AMHERST, NY
Current
January 22, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 2780 Monroe Ave Suite 201, Rochester, NY 14618BD
CRD#: 7784
Rochester, NY
Past
February 9, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
ROCHESTER, NY
Past
January 23, 2017 - December 14, 2020
M&T SECURITIES, INC.
RIA
CRD#: 17358
BUFFALO, NY
Past
January 23, 2017 - December 14, 2020
M&T SECURITIES, INC.
BD
CRD#: 17358
BUFFALO, NY
Past
May 2, 2014 - December 13, 2016
LPL FINANCIAL LLC
RIA
CRD#: 6413
KENMORE, NY
Past
October 12, 2011 - December 21, 2016
LPL FINANCIAL LLC
BD
CRD#: 6413
KENMORE, NY
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(9/9/2022)
RR
Arizona(3/1/2024)
RR
Connecticut(3/1/2024)
RR
Florida(1/22/2021)
RR
Georgia(1/4/2025)
RR
Indiana(7/8/2022)
RR
Kentucky(3/4/2022)
RR
Louisiana(10/29/2024)
RR
Maine(9/2/2024)
RR
Maryland(5/3/2024)
RR
Massachusetts(9/9/2022)
RR
Minnesota(7/8/2022)
RR
New Hampshire(9/9/2022)
RR
New Jersey(2/3/2021)
IAR
New Jersey(3/31/2025)
RR
New York(1/22/2021)
IAR
New York(3/31/2025)
RR
North Carolina(3/25/2023)
RR
Ohio(5/9/2022)
RR
Pennsylvania(3/4/2022)
RR
South Carolina(10/8/2021)
RR
Vermont(5/3/2021)
RR
Virginia(7/8/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
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
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Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555East Amherst, NYTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
