Belmont, MA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$127,239,098
ClientsTotal clients
92
AdvisorsAdvisors at this office
2
Of 3 advisors across 2 offices
Location
83 Leonard Street, Office #9
Belmont MA 02478-2505
Advisors at this office
2
Advisors at this office
Patricia M
CFP®
Belmont, MA
Moore Financial Advisors, LTD.
Patricia Moore is a CFP® with 23 years of industry experience. She has been with Moore Financial Advisors, LTD. since 2002. In addition to her advisory work, she is an adjunct assistant professor of economics at the Massachusetts College of Pharmacy and Health Sciences, teaching economics courses during the academic year. Moore Financial Advisors, LTD. provides wealth management, portfolio management, and financial planning services to individuals, families, trusts, and estates. The firm manages approximately $127.2 million across about 92 client relationships, employing a primarily long-term investment approach focused on diversified portfolios of low-cost mutual funds and ETFs, supplemented by various analytical tools and selective trading.
Robert K
CFA®, Series 63
Belmont, MA
Moore Financial Advisors, LTD.
Robert Kania Jr. is a CFA® charterholder with 11 years of industry experience. He is currently with Moore Financial Advisors, LTD., where he has worked since 2019, following prior roles at Laurentide Advisory, LLC and Serapis Capital, LLC. Moore Financial Advisors, Ltd. is an SEC-registered investment adviser providing wealth management, portfolio management, and financial planning to individuals, families, trusts, and estates. The firm serves both high-net-worth and non-HNW clients, using a long-term investment approach centered on diversified portfolios of low-cost mutual funds and ETFs, and incorporates various analytical methods supported by artificial intelligence tools.
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