STEVEN MOFFITT is an investment adviser representative (IAR) with state registration records since 2016, appearing at 3 firms. Currently registered with XY INVESTMENT SOLUTIONS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| XY INVESTMENT SOLUTIONS, LLC | 2025-09-05 | present | Yes |
| STRATEGIC ADVISERS LLC | 2025-03-31 | 2025-10-15 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2025-03-31 | — |
| STRATEGIC ADVISERS LLC | 2016-02-24 | 2018-07-13 | — |