Moore Financial Advisors, Ltd.

Moore Financial Advisors, Ltd. (CRD# 130421) is a financial advisory firm headquartered in , . They manage $100,663,216 in 450 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    101
    MILLION
  • Total Number of Accounts
    450
    ACCOUNTS
  • Average Account Value
    $223,696
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, RI

Financial Advisors at Moore Financial Advisors, Ltd.
Showing 1 - 3 of 3 top financial advisors.
1
Robert F. Kania
CRD#: 2111120
Belmont, MA

Robert Kania (CRD# 2111120) is an Investment Advisor Representative working at Moore Financial Advisors, Ltd. in Belmont, MA and has over 33 years of experience in the finance industry.

2
Patricia S. Moore
CRD#: 4757144
Watertown, MA

Patricia Moore (CRD# 4757144) is an Investment Advisor Representative working at Moore Financial Advisors, Ltd. in Watertown, MA and has 1 year of experience in the finance industry.

3
Donna L. Cournoyer
CRD#: 5694052
Middletown, RI

Donna Cournoyer (CRD# 5694052) is an Investment Advisor Representative working at Moore Financial Advisors, Ltd. in Middletown, RI and has 1 year of experience in the finance industry.

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