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MOORE FINANCIAL ADVISORS, LTD.

BELMONT, MA · CRD 130421 · IAPD ↗ · mooreadvisors.com · 617-393-9999

$127.2MRegulatory AUM
3Advisory reps
4Employees
0Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
May 2026 — MOORE FINANCIAL ADVISORS, LTD. notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
March 2025 — MOORE FINANCIAL ADVISORS, LTD. (BELMONT, MA) is newly SEC-registered with $108.9M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.