STEVEN MOFFAT is an investment adviser representative (IAR) with state registration records since 2013, appearing at 5 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2025-03-31 | — |
| STRATEGIC ADVISERS LLC | 2017-01-09 | 2018-07-13 | — |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC | 2016-02-18 | 2016-11-22 | — |
| USAA FINANCIAL PLANNING SERVICES | 2013-11-22 | 2015-12-16 | — |
| T. ROWE PRICE ADVISORY SERVICES, INC. | 2013-02-14 | 2013-11-04 | — |