Patricia Moore has been an investment adviser representative at Moore Financial Advisors since February 2003, and is not listed among the firm’s executive officers or direct owners.
Moore Financial Advisors, LTD. is a Belmont, MA firm with $127M under management, 92 clients and 3 advisers across 4 offices, as of its August 2026 filing.
Patricia Moore’s longest registration is the current one, 23 years at Moore Financial Advisors since 2003.
- Paragon Financial Advisors– · 3 yearsWatertown, MA · Adviser representative · Firm CRD 133856
- – present · 23 yearsArlington, MA · Adviser representative · Firm CRD 130421
Investment adviser representative registrations
Patricia Moore is registered as an investment adviser representative in Massachusetts, since February 2003.
- MassachusettsSince 7 February 2003
Examinations
No examinations are on Patricia Moore’s record.
- Full name
- Patricia Susan Moore
- CRD
- 4757144
- Firm
- Moore Financial Advisors · CRD 130421
- Office
- Arlington, MA
- Registration
- Investment adviser registration
- In the industry since
- February 2003
- Disciplinary history
- Not yet shown here · SEC record
Where does Patricia Moore work?
Patricia Moore is an investment adviser representative registered through Moore Financial Advisors, LTD. since February 2003, and is not listed among the firm’s executive officers or direct owners.
Is Patricia Moore a financial advisor?
Yes. Patricia Moore has a current investment-adviser registration in Massachusetts, through Moore Financial Advisors since February 2003.
How many years of experience does Patricia Moore have?
Patricia Moore has 23 years in the financial industry, since February 2003, across 2 adviser firms.
Where is Patricia Moore based?
Patricia Moore’s registered office is in Arlington, MA.
Is Patricia Moore registered with FINRA?
No. Patricia Moore has no current broker registration.
How can I verify Patricia Moore’s record?
Search CRD 4757144 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Patricia Moore’s full registration record.