MOORE FINANCIAL ADVISORS, LTD.
CRD #130421 SEC #801-131897 BELMONT, MA 617-393-9999
SEC Registered
Total AUM
$111.1M
Discretionary
$83.1M
Employees
4
Clients
51
Accounts
330
Firm Details
- Organization Type
- Corporation
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 13, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KANIA, ROBERT, FREDERICK | I | OWNER, PRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| KANIA, ROBERT, FREDERICK | I | OWNER, PRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| KANIA, ROBERT, FREDERICK | I | OWNER, PRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 13, 2025 REGISTERED
Notice Filings (2)
MA RI
Address
83 LEONARD STREETOFFICE #9
BELMONT, MA 02478-2505
United States
Phone: 617-393-9999