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CM

Chalitta Moore

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CRD#: 7496527
CM
Chalitta Moore

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Chalitta Moore, who also goes by Chalitta N Moore, Chalitta Nicole Moore, Chalitta Moore, was a registered financial professional .

Chalitta is a previously registered financial professional and started their career in finance in 2024. Chalitta had worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO and SIE exams.

Aliases

Chalitta N Moore | Chalitta Nicole Moore | Chalitta 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.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

January 22, 2026 - September 25, 2026

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
KELLER, TX
Past

December 16, 2025 - September 25, 2026

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
WESTLAKE, TX
Past

July 28, 2025 - October 16, 2025

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
DALLAS, TX
Past

June 17, 2025 - October 16, 2025

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
DALLAS, TX
Past

September 6, 2024 - May 27, 2025

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
Frisco, TX

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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

What does exam status mean?
State Security Law Exam
PR
PR
Series 66
Status Unavailable
Passed: 7/28/2025
Uniform Combined State Law Examination
State Security Law Exam
PR
Series 63
Status Unavailable
Passed: 9/23/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
PR
Series 7TO
Status Unavailable
Passed: 7/2/2025
General Securities Representative Examination
General Industry/Product Exam
PR
Series 6TO
Status Unavailable
Passed: 9/6/2024
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 5/16/2022
Securities Industry Essentials Examination

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)
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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
17,112

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

STRATEGIC ADVISERS LLC (3/30/2026)
FIDELITY STRATEGIC DISCIPLINES (3/30/2026)
FIDELITY GO (3/30/2026)
FIDELITY WEALTH ADVISOR SOLUTIONS (3/30/2026)
FIDELITY WEALTH SERVICES (3/30/2026)
FIDELITY MANAGED FIDFOLIOS (3/30/2026)
FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/30/2026)

Regulatory assets under management

Total Number of Accounts2,973,512
AUM (Assets Under Management)$ 1,370,125,325,211

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
Cover Page
Report

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

CRD#: 104555

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