Kayla C. Moore
STRATEGIC ADVISERS LLC | Financial Consultant
OVERLAND PARK, KS
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CRD#: 6909692
Professional summary
Kayla C Moore, who also goes by Kayla Catherine Moore, Kayla Moore, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Overland Park, Kansas and FIDELITY BROKERAGE SERVICES LLC located in Overland Park, Kansas.
Kayla is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Kayla has worked at 5 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.
Biography
As your Financial Consultant, I want to understand what's most important in your life to help build a financial plan and investment strategy tailored for your unique goals. I am dedicated to becoming your most trusted advocate, by forming strong relationships built on a foundation of honesty, integrity, and accountability.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kayla Catherine Moore | Kayla Moore
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 Kayla C 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®
NoneEducation
University of Kansas
Master of Accountancy - Accounting
2018
Emporia State University
Bachelor of Science (BS) - Business & Accounting
2016
Johnson County Community College
Associate Applied Science - Marketing & Management
2010
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 11200 Nall Avenue, Overland Park, KS 66211-1233RIA
CRD#: 104555
OVERLAND PARK, KS
Current
January 12, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 11200 Nall Avenue, Overland Park, KS 66211BD
CRD#: 7784
Overland Park, KS
Past
January 18, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
OVERLAND PARK, KS
Past
July 7, 2020 - December 8, 2021
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
Kansas City, MO
Past
June 8, 2020 - December 8, 2021
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
Kansas City, MO
Past
July 9, 2018 - May 6, 2020
MARINER WEALTH
RIA
CRD#: 140195
OVERLAND PARK, KS
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
Arizona(1/12/2022)
RR
Arkansas(1/12/2022)
RR
California(3/30/2022)
RR
Colorado(1/12/2022)
RR
Florida(1/12/2022)
RR
Georgia(1/20/2025)
RR
Hawaii(11/15/2023)
RR
Illinois(1/12/2022)
RR
Iowa(1/12/2022)
RR
Kansas(1/12/2022)
IAR
Kansas(3/31/2025)
RR
Maryland(9/9/2022)
RR
Minnesota(6/23/2025)
RR
Missouri(1/12/2022)
RR
Nebraska(1/12/2022)
RR
North Carolina(7/8/2022)
RR
Oklahoma(1/12/2022)
RR
South Carolina(7/8/2022)
RR
Tennessee(4/19/2024)
RR
Texas(1/12/2022)
IAR
Texas(3/31/2025)
RR
Virginia(5/8/2025)
RR
Washington(9/22/2022)
RR
West Virginia(11/1/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/7/2020
General Securities Representative ExaminationGeneral 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
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.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Overland Park, KSTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
